Jerry P. Boisseau
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerry Philip Boisseau was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1982. Jerry had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 22, 2016 - May 17, 2017
GATEWAY ADVISORY, LLC
October 5, 2007 - June 21, 2016
AMHERST FINANCIAL SERVICES, INC.
March 25, 1994 - October 1, 2001
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
November 19, 1989 - March 25, 1994
OSAIC WEALTH, INC.
March 24, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
March 18, 1987 - November 16, 1987
FSC SECURITIES CORPORATION
February 26, 1982 - April 2, 1987
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GATEWAY ADVISORY, LLC
CRD#: 152347 / SEC#: 801-70890
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,286 |
| AUM (Assets Under Management) | $ 743,748,220 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
