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 financial advisor with Cetera Investment Advisers LLC in GOLD RIVER, CA. Gerard John Coleman has been in the securities industry since July 7, 1984. Gerard John Coleman is licensed to provide investment advice in 13 states and has been registered with Cetera Investment Advisers LLC since June 29, 2023. Previous employers include Pension Planners Securities, Inc., Sunamerica Securities, Inc., Kavanaugh Securities, Inc., Southmark Financial Services, Inc., and Waddell & Reed, Inc. Gerard John Coleman holds the Series 63, Series 7, and SIE exams. Gerard John Coleman specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Gerard John Coleman also holds Fixed Insurance with various companies, with investment related duties as a representative, providing life and annuities.
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
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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