Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Germaine? Claim Your ProfileGermaine Cordes is a financial advisor with over 20 years of experience in the financial services industry. Germaine holds a Series 7, Series 66, and SIE license and has a wide range of experience in investment advisory services, insurance sales, and business consulting. Germaine is currently registered with Osaic Wealth, Inc. and provides financial planning, pension consulting, and investment advisory services to individuals, businesses, and corporations. Germaine is dedicated to helping clients achieve their financial goals through personalized financial strategies and services.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (PLEASANTON CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PLEASANTON CA)
CA
01/23/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (LIVERMORE CA)
CA
07/01/2004 - 02/03/2009
MML INVESTORS SERVICES, INC. (LIVERMORE CA)
IN
02/20/2002 - 07/06/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/20/2002 - 07/06/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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