Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerlick is a financial advisor with Valic Financial Advisors, Inc. Paul has been in the financial industry since 1988 and has a Series 6, Series 63, and Series 65 license. Paul holds a Series 6 license, which allows Paul to sell investment company products, such as mutual funds, variable annuities, and closed-end funds. Paul also holds a Series 63 license which allows Paul to sell securities in several states. Paul also holds a Series 65 license which allows Paul to provide investment advice to clients in several states. Paul is registered with the following states: California, Colorado, Hawaii, Oregon, Texas, and Washington. Paul is located in Wenatchee, WA, but also has branch offices in Bozeman, MT, and Jacksonville, OR. Paul previously worked with Princor Financial Services Corporation. Paul is also registered with the state of Virginia, although the registration category and date are missing from the data.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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MT
09/05/2024 - Present
Valic Financial Advisors, Inc. (BOZEMAN MT)
OR
10/10/1988 - 09/21/2015
PRINCOR FINANCIAL SERVICES CORPORATION (MEDFORD OR)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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