Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Gray is a financial professional with over 28 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Gerard is a highly experienced financial professional with a focus on fixed insurance sales, securities, and investment products. He has served clients in various capacities throughout his career, providing comprehensive financial planning and investment management services. Gerard's expertise spans a broad range of financial planning needs, including retirement planning, college savings, insurance, and estate planning. His previous employers include Voya Financial Advisors, Inc. and M Holdings Securities, Inc., demonstrating his commitment to providing exceptional client service. Gerard's primary office location is in Tacoma, WA, but he is licensed to provide investment advice in several states.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (Tacoma WA)
WA
12/19/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Tacoma WA)
WA
07/07/2003 - 12/19/2016
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
IA
01/07/1995 - 07/23/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 10/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerard Gray is the right advisor for you? Invested Better is here to help.
