Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Geraci is a financial advisor with Cambridge Investment Research Advisors, Inc. Gary has been in the industry for 13 years and has experience working for various firms including Citizens Securities, Inc. and Santander Securities LLC. Gary holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE designation. Gary's specializations include retirement planning, education planning, college savings, insurance, and estate planning. He offers investment advice to individuals and families, and specializes in helping people reach their financial goals. Gary's office is located in Windham, NH.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
01/11/2021 - Present
Cambridge Investment Research Advisors, Inc. (Windham NH)
MA
12/24/2019 - 01/05/2021
CITIZENS SECURITIES, INC. (NO. WALTHAM MA)
MA
06/03/2016 - 12/17/2019
SANTANDER SECURITIES LLC (BELMONT MA)
NH
02/02/2015 - 02/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
MA
09/04/1996 - 05/19/1997
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Geraci is the right advisor for you? Invested Better is here to help.
