Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaetano? Claim Your ProfileGaetano Jason Naccarella is a financial advisor who has been in the industry since April 11, 1997. Currently, Gaetano Jason Naccarella is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Paramus, New Jersey. Gaetano Jason Naccarella has previously worked at WELLS FARGO ADVISORS, LLC in Closter, New Jersey, SANFORD C. BERNSTEIN & CO., LLC in New York, New York, and SANFORD C. BERNSTEIN & CO., INC. in New York, New York. Gaetano Jason Naccarella is licensed in 28 states and holds Series 7, 25, 55, 57TO and SIE licenses. Gaetano Jason Naccarella specializes in Retirement Planning, College Savings Plans, Estate Planning, Mutual Funds, Fixed Annuities and Variable Annuities. Gaetano Jason Naccarella also has experience with pension consulting, educational seminars, and selection of other advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/01/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NJ
03/18/2008 - 02/28/2012
WELLS FARGO ADVISORS, LLC (CLOSTER NJ)
NY
12/07/2000 - 05/18/2007
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
06/12/1996 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 06/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/30/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gaetano Naccarella is the right advisor for you? Invested Better is here to help.
