Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerrit? Claim Your ProfileGerrit Vrieze is an investment advisor representative at Sowell Management. Gerrit has been in the financial industry since 1998. Gerrit holds a Series 63, Series 6, Series 7, Series 65 and Series 24. Gerrit provides financial planning and portfolio management for individuals. Sowell Management is a registered investment advisor with offices in North Little Rock, Arkansas and West Des Moines, Iowa. Sowell Management manages over $3 billion in assets for a wide range of clients including individuals, families, corporations, charitable organizations, and pension plans.
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.
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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IA
09/29/2016 - Present
Sowell Management (West Des Moines IA)
IA
06/15/2016 - 07/18/2016
DINOSAUR FINANCIAL GROUP, L.L.C (West Des Moines IA)
IA
07/21/2008 - 06/07/2016
VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
10/15/2004 - 08/02/2008
SECURITIES AMERICA, INC. (URBANDALE IA)
IA
08/17/2000 - 10/27/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CT
10/20/1998 - 08/22/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
08/18/1998 - 10/22/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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