Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Penegor is an investment advisor representative with Edelman Financial Engines. Gerald has been in the industry since 2003. Gerald is registered with the state of Arizona and Texas. Gerald specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Gerald has previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Gerald holds the Series 7, 63, and 65 licenses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
04/03/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
MN
10/13/2003 - 02/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/13/2003 - 02/15/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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