Unclaimed
Gerardo Salinas is a financial advisor registered with J.p. Morgan Institutional Investments Inc. and has been in the industry since February 10, 2002. Gerardo has experience in the investment and financial services industry, with a focus on investment company products/variable contracts. Gerardo is licensed in multiple states and has the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
OH
08/29/2024 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
07/06/2016 - 08/08/2024
STANCORP EQUITIES, INC. (CINCINNATI OH)
KY
01/01/2008 - 08/20/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
03/08/2001 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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