Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Francis Gintz is an investment advisor representative with Cetera Investment Advisers LLC. Jerry has been in the financial services industry since 1988. Jerry's certifications include the Series 6, Series 7, Series 63 and Series 65 licenses. Jerry's experience includes positions with several firms including Invest Financial Corporation, Intersecurities, Inc., Pacific West Securities, Inc. and H.D. Vest Investment Securities, Inc. Jerry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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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2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (PUYALLUP WA)
WA
03/24/2009 - 11/21/2017
INVEST FINANCIAL CORPORATION (PUYALLUP WA)
WA
08/06/2003 - 04/03/2009
INTERSECURITIES, INC. (PUYALLUP WA)
WA
02/06/2001 - 08/07/2003
PACIFIC WEST SECURITIES, INC. (RENTON WA)
TX
02/07/1996 - 02/08/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IN
08/10/1993 - 12/31/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CA
07/12/1991 - 07/28/1993
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
GA
09/16/1988 - 09/18/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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