Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Vanhouten has been a registered investment advisor representative for over 25 years and is currently associated with Independent Financial Group, LLC. Jerald has a wide range of experience in the financial services industry and holds various licenses and certifications, including the Series 6, 7, and 63. Jerald specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele, including individuals, families, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/25/2023 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
08/13/2008 - 09/01/2023
CETERA ADVISOR NETWORKS LLC (CONCORD CA)
CA
11/01/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (OAKDALE CA)
CA
03/14/2001 - 11/01/2002
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
06/27/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
CO
06/16/1998 - 06/30/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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