Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Wayne Parent is a financial advisor with over 29 years of experience in the financial services industry. Gerald is currently registered with SCF Investment Advisors, Inc. in Florida and North Carolina. Previously, Gerald was registered with LPL Financial LLC, Mutual Service Corporation, Investors Capital Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Gerald is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE licenses. Gerald offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Gerald has experience working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/16/2024 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
MA
09/08/2009 - 10/02/2013
LPL FINANCIAL LLC (ASSONET MA)
MA
01/15/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (ASSONET MA)
MA
07/09/2002 - 12/19/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
08/30/1996 - 07/17/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/1996 - 07/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
04/28/1994 - 07/25/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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