Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Anthony Costa is a financial advisor with over 11 years of experience in the financial services industry. Gerald is currently registered with World Investment Advisors, LLC, and has been registered with them since June 2024. Previously, Gerald worked with Raymond James Financial Services, Inc. and Ameriprise Financial Services, LLC. Gerald is a Series 66, Series 7, and SIE licensed professional. Gerald specializes in providing financial planning and investment management services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Gerald is a licensed investment advisor representative in Ohio and is also registered in several other states.
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
OH
06/28/2024 - Present
World Investment Advisors, LLC (COLUMBUS OH)
OH
08/26/2022 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
OH
03/24/2014 - 09/01/2022
AMERIPRISE FINANCIAL SERVICES, LLC (DUBLIN OH)
OH
02/28/2013 - 03/26/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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