GZ
Gerald Zelko
from Balboa Wealth Partners, Inc.
Gerald Zelko is a financial advisor based in Arizona, Scottsdale,
with 28 years of experience. Gerald currently works for
Balboa Wealth Partners, Inc..
Gerald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Zelko works at Balboa Wealth Partners, Inc.
Balboa Wealth Partners, Inc. is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $432,582,610 of assets under management and employs about 30 people. Balboa Wealth Partners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and subscription fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and subscription fees
Office location
6263 North Scottsdale Road, Suite 265, Scottsdale, Arizona, 85250
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