Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gertie is a financial advisor with Cetera Investment Advisers LLC, a firm with approximately 16,618 clients. Joseph has been working in the financial industry since February 1986. Joseph has a background in insurance and estate planning. Joseph Gertie offers portfolio management, financial planning and pension consulting services. Prior to Cetera Investment Advisers LLC, Joseph worked at Girard Securities, Inc. and Waddell & Reed, Inc. Joseph is registered with the state of California 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.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PALMDALE CA)
CA
10/02/2013 - 11/01/2017
GIRARD SECURITIES, INC. (PALMDALE CA)
CA
02/19/1986 - 10/09/2013
WADDELL & REED, INC. (SHERMAN OAKS CA)
BC
Issued 05/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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