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For Advisors
GV

Gerald S. Verdi

Some features on this profile are disabled
CRD#: 1682003
GV
Gerald Samuel Verdi

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.

Gerald Samuel Verdi, who also goes by Jerry Verdi, Gerald Verdi, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1987. Gerald had worked at 30 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Jerry Verdi | Gerald Verdi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AMERICAN GENERAL POSITION: Agent NATURE: 1 Term Life Insurance policy. NO trailing commissions or other compensation. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2021 ADDRESS: 2727 Allen Parkway, Suite A, Houston TX 77019, United States DESCRIPTION: No duties or responsibilities to report. GENWORTH LTC POSITION: Agent NATURE: Sale of 1 LTC policy to customer. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2021 ADDRESS: 6620 West Broad St., Richmond VA 23230, United States DESCRIPTION: No duties or responsibilities to report. MIDLAND NATIONAL POSITION: Agent NATURE: Fixed Annuity business sold in 2008 to 2010. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2021 ADDRESS: 8300 Mills Civic Parkway, West Des Moines IA 50266, United States DESCRIPTION: No duties or responsibilities to report. Listed as Agent on contract for servicing purposes. KELLY SERVICES POSITION: Customer Service/Operations NATURE: Accounting and Payroll Taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 60 START DATE: 01/15/2024 ADDRESS: 400 W. Covina Blvd., San Dimas CA 91773, United States DESCRIPTION: As Temp employee, I will Provide Operations functions and Support for Accounting services departments.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 17, 2021 - July 2, 2024

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
La Verne, CA
Past

March 17, 2021 - July 2, 2024

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
La Vern, CA
Past

November 30, 2020 - January 5, 2021

CONFIDENCE WEALTH MANAGEMENT, INC.

RIA
CRD#: 127383
Torrance, CA
Past

January 9, 2020 - October 13, 2020

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Fredericksburg, VA
Past

January 9, 2020 - October 13, 2020

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

July 23, 2018 - July 1, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
Fredericksburg, VA
Past

July 23, 2018 - July 1, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

January 5, 2017 - October 2, 2017

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
PASADENA, CA
Past

January 5, 2017 - October 2, 2017

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
PASADENA, CA
Past

October 5, 2016 - December 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Los Angeles, CA
Past

October 5, 2016 - December 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Los Angeles, CA
Past

June 1, 2016 - July 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Los Angeles, CA
Past

June 1, 2016 - July 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Los Angeles, CA
Past

December 9, 2015 - February 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PASADENA, CA
Past

December 9, 2015 - February 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PASADENA, CA
Past

June 5, 2015 - November 10, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PASADENA, CA
Past

May 8, 2015 - November 10, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PASADENA, CA
Past

March 11, 2015 - May 15, 2015

VARIABLE INVESTMENT ASSOCIATES, INC.

BD
CRD#: 44412
TEA, SD
Past

August 4, 2014 - August 12, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
BREA, CA
Past

February 20, 2013 - March 11, 2015

VARIABLE INVESTMENT ASSOCIATES, INC.

BD
CRD#: 44412
TEA, SD
Past

November 15, 2012 - February 19, 2013

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

November 15, 2012 - February 19, 2013

E*TRADE SECURITIES LLC

BD
CRD#: 29106
LOS ANGELES, CA
Past

October 29, 2010 - November 2, 2012

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

October 27, 2010 - November 2, 2012

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 9, 2009 - October 11, 2010

VARIABLE INVESTMENT ASSOCIATES, INC.

BD
CRD#: 44412
TEA, SD
Past

August 7, 2006 - July 5, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
DIAMOND BAR, CA
Past

February 21, 2006 - March 30, 2006

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
DIAMOND BAR, CA
Past

February 21, 2006 - March 30, 2006

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

July 28, 2005 - December 6, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BREA, CA
Past

July 26, 2005 - December 6, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 15, 2003 - February 24, 2005

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

RIA
CRD#: 121111
ANAHEIM, CA
Past

June 3, 2003 - June 30, 2005

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ANAHEIM, CA
Past

June 3, 2003 - June 30, 2005

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

June 3, 2002 - September 16, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 3, 2002 - September 16, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

April 12, 2002 - April 25, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

September 24, 2001 - November 29, 2001

DFC INVESTOR SERVICES

BD
CRD#: 18558
CHINO HILLS, CA
Past

June 6, 2001 - October 2, 2001

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

November 15, 2000 - June 6, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 26, 2000 - September 14, 2000

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

April 20, 1998 - March 27, 2000

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

January 7, 1998 - January 13, 1998

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

September 28, 1993 - February 6, 1998

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

July 13, 1993 - September 22, 1993

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
ST. PAUL, MN
Past

March 3, 1992 - July 15, 1993

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 8, 1991 - January 8, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 28, 1991 - August 28, 1991

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

July 20, 1987 - May 24, 1988

WADDELL & REED

BD
CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/19/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/2/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/26/1991
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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Contact information

Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

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.

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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