Unclaimed
Jermaine Livingston Gonsalves is an investment advisor representative (IAR) and a registered representative (RR) with Bankers Life Advisory Services, Inc. Jermaine is also a registered representative (RR) with Bankers Life Securities. Jermaine has been in the financial services industry since 2004. Jermaine is registered to provide investment advice in New Jersey. Jermaine has passed the Series 66, Series 7TO and SIE exams. Jermaine offers financial planning and portfolio management services to individuals and retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
NJ
10/18/2022 - Present
Bankers Life Advisory Services, Inc. (Parsippany NJ)
BOTH
Issued 10/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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