Gregory Gerding, financial advisor Owosso MI
81 score

Gregory Gerding

CRD Number: 1311336
Current Firm: Cetera Investment Advisers LLC

Gregory Gerding (CRD# 1311336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Owosso, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Owosso, MI Aug 2014 - Current 2
Chemical Bank Owosso, MI Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jan 2014 - Current 2
Jpmorgan Chase Bank Flushing, MI Jun 2010 - Jan 2014 3
Chase Investment Services Corp Flushing, MI Jun 2010 - Jul 2012 2
Uvest Financial Services Group Charlotte, NC Sep 2009 - May 2010 < 1
Bankers Life & Casualty Company Okemos, MI Feb 2009 - May 2010 1
Unemployed Owosso, MI Nov 2008 - Feb 2009 < 1
Jackson National Life Ins. Company Lansing, MI Oct 2008 - Nov 2008 < 1
Citizens Republic Bancorp Flint, MI May 1996 - Oct 2008 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gregory M. Gerding
Phone Number: 888-528-2987
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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