Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur John Gerry is a financial advisor with over 45 years of experience in the industry. Arthur is registered with Osaic Wealth, Inc. in New York and Florida and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Arthur specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Arthur is a Chartered Financial Consultant (ChFC) and holds several industry licenses, including Series 63, 65, 7, 1, 6TO and 22TO. Arthur is also a licensed insurance broker.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (GREAT NECK NY)
NY
12/16/1976 - 11/02/2018
SIGNATOR INVESTORS, INC. (GREAT NECK NY)
MA
12/16/1976 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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