Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Gunn is a financial advisor with Cetera Investment Advisers LLC. Jerald has been in the financial services industry since 1994. Jerald specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jerald also offers educational seminars and selection of other advisors.
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.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (GREEN VALLEY AZ)
CA
11/03/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (SAN FRANCISCO CA)
CA
11/05/1999 - 11/03/2000
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
06/25/1998 - 11/05/1999
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
MO
03/11/1998 - 06/12/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
05/06/1997 - 01/29/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
06/16/1994 - 04/22/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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