Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerd? Claim Your ProfileGerd Hansma is a financial advisor with over 39 years of experience in the industry. Gerd is currently registered with Osaic Wealth, Inc., and holds Series 6, 7, 22, 63 and 66 licenses, as well as the SIE designation. Gerd is a Certified Financial Planner and has a background in insurance, personal fitness, and investment services. Gerd has worked with several firms throughout his career, including Woodbury Financial Services, Inc., Vestax Securities Corporation, Andover Securities, Inc., and Mutual of Omaha Fund Management Company.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (GRANDVILLE MI)
MI
05/15/1996 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GRANDVILLE MI)
OH
10/20/1995 - 05/08/1996
VESTAX SECURITIES CORPORATION (HUDSON OH)
MO
11/30/1988 - 09/27/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
NE
07/13/1983 - 06/27/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BOTH
Issued 12/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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