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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldine? Claim Your ProfileGeraldine Lillian Salmon is an active investment advisor representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Geraldine Salmon has been in the financial services industry since July 9, 1999. In addition to Osaic Wealth, Inc., Geraldine Salmon has worked for several other firms, including TRIAD ADVISORS LLC, PFS INVESTMENTS INC., ADVANTAGE CAPITAL CORPORATION, FSC SECURITIES CORPORATION, and NATIONSSECURITIES. Geraldine Salmon holds the Series 7, Series 24, Series 63, and Series 65 licenses and the SIE exam.
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.
1
2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
09/15/2017 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
08/22/2005 - 08/13/2015
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/24/2002 - 01/06/2005
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
09/22/1997 - 12/04/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
09/23/1996 - 08/22/1997
NATIONSSECURITIES
IA
Issued 10/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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