Unclaimed
Jerry Paul Garceau is an Investment Advisor Representative with Cetera Investment Advisers LLC in ISHPEMING, MI. Jerry has been in the securities industry since February 10, 1987. Previously, Jerry worked at VOYA FINANCIAL ADVISORS, INC. in ISHPEMING, MI, LOCUST STREET SECURITIES, INC. in DES MOINES, IA and PRUCO SECURITIES CORPORATION in NEWARK, NJ. Jerry is registered to provide investment advice in Michigan and Texas.
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.
1
2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (ISHPEMING MI)
MI
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ISHPEMING MI)
IA
01/30/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
10/27/1988 - 01/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/26/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
01/29/1987 - 10/12/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 9/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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