Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Paul Mlinar is a financial advisor with Mutual Advisors, LLC. Gerard is licensed to provide investment advice in Nebraska, South Dakota and Texas. Gerard has a background in providing financial advice for individuals, corporations, and pension and profit sharing plans. Gerard is also licensed to sell life insurance. In addition to financial advisory services, Gerard offers hourly consulting services to clients. Prior to joining Mutual Advisors, LLC, Gerard was a financial advisor with Yield Advisory and Gerard Mlinar.
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.
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.
Hourly consulting
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
SD
02/06/2023 - Present
Mutual Advisors, LLC (Hermosa SD)
TX
01/22/2008 - 11/02/2009
SECURITIES SERVICE NETWORK, INC. (LINDSAY TX)
NE
02/11/2003 - 01/24/2008
SECURITIES AMERICA, INC. (AINSWORTH NE)
TN
02/28/1995 - 02/13/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
01/03/1995 - 03/09/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
02/25/1992 - 12/31/1994
COWLES, SABOL & COMPANY, INCORPORATED (CAMARILLO CA)
NA
01/24/1991 - 02/21/1992
HALL & COMPANY INCORPORATED
NA
07/08/1989 - 10/24/1990
FIRSTIER SECURITIES SERVICES, INC.
NE
07/20/1988 - 07/17/1989
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NA
04/20/1988 - 06/08/1988
EDWARD D. JONES & CO., L.P.
BOTH
Issued 05/12/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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