Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerri? Claim Your ProfileGerri Lynn Michalski is an investment advisor representative who has been in the financial services industry since June 2012. Gerri is registered with Lasalle St. Investment Advisors, LLC. Gerri has passed several exams including the Series 63, Series 65, Series 7, and SIE. Gerri is licensed in several states and her current employment includes branch offices in Elmhurst, Illinois and Frankfort, Illinois.
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.
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
IL
05/13/2021 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IA
Issued 04/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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