Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry Reeve is a financial advisor with over 30 years of experience in the industry. Gerry is currently registered with LPL Financial LLC in PORTLAND, OR. Prior to joining LPL Financial LLC, Gerry worked at CROWN CAPITAL SECURITIES, L.P. and VANGUARD CAPITAL. Gerry's expertise includes providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, businesses, and charitable organizations. Gerry holds the Series 7, Series 24, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
05/01/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
11/29/2016 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (PORTLAND OR)
OR
03/11/1992 - 12/31/2016
VANGUARD CAPITAL (PORTLAND OR)
CA
04/04/1991 - 03/12/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
OR
05/17/1988 - 02/04/1991
GALLAGHER CAPITAL CORP. (PORTLAND OR)
NA
04/06/1987 - 02/16/1988
NORTHWEST SECURITIES INC.
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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