Germaine Renee Meverden

Current Employers

Employment History

• 01/2014 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2014 → Present
  Global View Capital Management
  Wausau, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI

Previous Registrations

• 2010-11-05 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Wausau, WI
  Wausau, WI
  Schofield, WI
  Wausau, WI
• 2006-07-17 → 2010-11-03
  Investment Advisors International, Inc.
  Schofield, WI
  Wausau, WI
• 2004-10-13 → 2006-08-23
  Transamerica Financial Advisors, Llc
  Schofield, WI

Other Businesses

1) GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC - INVESTMENT RELATED - N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188 - INSURANCE - POSITION: INSURANCE AGENT- 11/2010 / 90 hrs/mth-90 during trading hrs- Sell life, long-term care, disability insurance and Fixed Annuities. 2) GLOBAL VIEW CAPITAL MANAGEMENT, LLC / YES-INVESTMENT RELATED / AT REGISTERED BRANCH OFFICE LOCATION/ INVESTMENT ADVISER REPRESENTATIVE / JANUARY 2014 / APPROX 30-40 OF HOURS PER MONTH / APPROX 25-30 HOURS PER MONTH DURING SECURITIES TRADING HOURS / MARKETING, EDUCATION AND SALES OF ADVISORY PRODUCTS/SERVICES. 3) PKS FINANCIAL SERVICES; INVESTMENT RELATED, 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 12/4/13 4) MEVERDEN PROPERTIES, LLC; NOT INVESTMENT RELATED; 215 GRAND AVENUE, WAUSAU, WI 54401; OWNER OF RENTAL PROPERTIES; STARTED: 12-1-2015; APPROX. 2 HRS/MONTH; APPROX. 1-2 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: COLLECT RENT, KEEP BOOKS AND MAINTAIN PROPERTIES. 5) Global View Capital Advisors, LLC- Investment related- N14W23833 Stone Ridge Drive, Suite 300, Waukesha, WI 53188-Marketing firm for Advisory & Insurance Services-Independent Contractor-5/6/2013-90 hrs/mth-90 during trading hrs-Marketing, education and sales of GVCM Advisory Services and GVCI insurance services. 6) Notary Public. Not Investment Related. Located at 215 Grand Ave., Wausau, WI 54403. Nature - Notarizing Signatures. Position - Notary Public. Start - 7/15/2022. 1 hour per month during trading hours. Duties - Notarize signatures. 7) Experior Financial Group, Inc.; Investment Related; 300 Airborne Parkway, Suite 208, Cheektowgo, NY 14225; Financial Services- Fixed Insurance; Executive Director; 2/1/2023; 10 hrs/mo; 10 hrs during trading; This activity allows me to offer more fixed insurance options for my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-31
• S63 Uniform Securities Agent State Law Examination
  2001-11-05

Other Names

• Germaine Renee Damptz
• Germaine Renee Seehafer
• Gerri Meverden