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Frank J Geraci

David Lerner Associates, Inc.

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About Frank J Geraci

Frank Geraci is a financial professional with over 23 years of experience in the securities industry. He is a registered representative with David Lerner Associates, Inc., and has a Series 7, Series 63, and SIE licenses. Frank is licensed in 27 states and has a proven track record of helping clients achieve their financial goals.

Firm Information

Frank Geraci is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Frank Geraci’s Registration & Firm History

NY

07/18/2000 - Present

David Lerner Associates, Inc. (SYOSSET NY)

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Licenses & Designations

BC

Issued 06/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frank J Geraci. Review regulatory record here.
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