Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry Troy Bollinger has been in the financial industry since July 6, 1996 and is currently registered with Raymond James Financial Services Advisors, Inc. Gerry is a Principal and holds multiple securities licenses and registrations, including Series 7, Series 10, Series 24, and Series 63. Gerry is also registered as an Investment Advisor Representative with the State of Minnesota. Gerry has extensive experience in the financial services industry, having previously worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Gerry's current role includes serving as a Branch Office Manager for Bremer Bank in Saint Louis Park, Minnesota. Gerry is a dedicated financial professional committed to providing comprehensive financial advice and services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
09/04/2015 - Present
Raymond James Financial Services Advisors, Inc. (St. Louis Park MN)
MN
01/03/2011 - 08/27/2015
WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
07/03/1996 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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