Unclaimed
Gerard Ventura Tamparong is a financial advisor with Miracle Mile Advisors, LLC. Gerard has been a financial advisor for almost 20 years and has experience in various financial services, including portfolio management, financial planning, and pension consulting. Gerard is registered with the state of California and is currently licensed to provide advisory services in several states including California, Hawaii, Iowa, Minnesota, North Dakota, Oregon, Texas, and Washington. Gerard is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating a commitment to professional development and staying up to date with the latest industry trends.
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.
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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CA
02/10/2020 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
CA
09/05/2001 - 01/16/2020
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
CA
11/10/1998 - 03/17/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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