Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Germaine? Claim Your ProfileGermaine Renee Meverden has been in the financial services industry since 2001. Germaine is an Investment Adviser Representative for Global View Capital Management LLC. Germaine holds several securities licenses, including the Series 6, Series 63, Series 26 and Series 65. Germaine has worked for several firms during their career including The Strategic Financial Alliance, Inc., World Group Securities, Inc. and WMA Securities, Inc. Global View Capital Management LLC provides investment advice to individuals, trusts, estates, retirement plans and corporations. The firm offers services such as financial planning, portfolio management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
11/05/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUSAU WI)
WI
04/12/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
GA
11/06/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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