Unclaimed
Geralyn Altavas Jover is a registered representative with Osaic Wealth, Inc., located in HOFFMAN ESTATES, IL. Geralyn has been in the financial industry since November 15, 2010. Prior to joining Osaic Wealth, Inc., Gerolyn worked at SAGEPOINT FINANCIAL, INC. in HOFFMAN ESTATES, IL, SIGMA FINANCIAL CORPORATION in Hoffman Estates, IL, HD VEST INVESTMENT SERVICES in HOFFMAN ESTATES, IL, and WORLD GROUP SECURITIES, INC. in HOFFMAN ESTATES, IL. Gerolyn holds the Series 6, Series 63, and SIE licenses. Gerolyn is registered to sell securities in Illinois, New York and Washington. Gerolyn specializes in a variety of areas, including but not limited to: 1, 2, 3, 4, 5, 6.
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
IL
09/01/2023 - Present
Osaic Wealth, Inc. (HOFFMAN ESTATES IL)
IL
10/30/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOFFMAN ESTATES IL)
IL
07/10/2018 - 10/12/2020
SIGMA FINANCIAL CORPORATION (Hoffman Estates IL)
IL
07/07/2011 - 07/20/2018
HD VEST INVESTMENT SERVICES (HOFFMAN ESTATES IL)
IL
04/26/2010 - 12/31/2010
WORLD GROUP SECURITIES, INC. (HOFFMAN ESTATES IL)
BC
Issued 05/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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