Unclaimed
Paige Odessa Gerber is a financial advisor who is currently registered with Purshe Kaplan Sterling Investments. Paige has been in the industry since 2022 and holds a Series 63, Series 7TO, and SIE license. Prior to joining Purshe Kaplan Sterling Investments, Paige was with LPL FINANCIAL LLC and Cambridge Investment Research, Inc.
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.
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.
1
2
WI
08/16/2024 - Present
Purshe Kaplan Sterling Investments (Sheboygen Falls WI)
WI
12/04/2023 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
08/05/2022 - 09/12/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
BC
Issued 01/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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