Gerry L. Ciszewski
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.
Gerry Lee Ciszewski, who also goes by Gerry Ciszewski, was a registered financial professional .
Gerry is a previously registered financial professional and started their career in finance in 2002. Gerry had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 25, 2016 - August 7, 2017
COBIZ WEALTH
August 8, 2013 - August 9, 2013
ZIONS DIRECT, INC.
July 15, 2013 - August 9, 2013
ZIONS CAPITAL ADVISORS, INC.
May 5, 2011 - November 18, 2016
PORTFOLIO WEALTH ADVISORS
September 3, 2008 - April 18, 2011
M&I INVESTMENT MANAGEMENT CORP.
April 12, 2007 - April 18, 2011
M&I FINANCIAL ADVISORS, INC
November 5, 2002 - March 9, 2007
FIFTH THIRD SECURITIES, INC.
April 17, 2002 - October 11, 2002
METROPOLITAN LIFE INSURANCE COMPANY
April 17, 2002 - October 11, 2002
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
COBIZ WEALTH
CRD#: 125910 / SEC#: 801-62035
Contact information
Red Flags
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