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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Gerardi is a financial advisor with Cetera Investment Advisers LLC, with a background in the financial services industry dating back to 1995. Mark is registered as a Registered Representative in California and is also an Investment Advisor Representative in California. Mark has experience working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Mark's specializations include providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/16/2017 - 03/13/2020
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
03/06/2014 - 02/16/2017
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
07/15/2013 - 02/27/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (LA MESA CA)
CA
05/05/2008 - 12/10/2012
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)
CA
08/20/1996 - 04/21/2008
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
09/13/1994 - 08/08/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
08/18/1993 - 11/22/1993
MONTANO SECURITIES CORPORATION (ORANGE CA)
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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