Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard John Coleman is a registered investment advisor with Cetera Investment Advisers LLC. Gerard has been in the financial services industry since 1984. Gerard currently holds licenses in multiple states and has experience in various aspects of financial planning and investment management. Gerard's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Gerard also holds Series 63, SIE, and Series 7 licenses. Gerard has worked with a variety of clients throughout their career, including individuals, high-net-worth individuals, corporations, and charitable organizations.
GOLD RIVER, CA
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (GOLD RIVER CA)
CA
11/17/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
AZ
10/26/1989 - 11/21/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
06/15/1989 - 10/07/1989
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
05/16/1985 - 06/20/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/20/1984 - 05/24/1985
WADDELL & REED, INC.
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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