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 Polcari is a financial professional with over 28 years of experience in the industry. Gerald is currently registered with Fidelity Personal AND Workplace Advisors and has been with the firm since October 2023. Prior to that, Gerald worked at GW & WADE ASSET MANAGEMENT COMPANY, LLC from March 1997 to October 2023. Gerald has a wide range of experience and holds licenses including Series 4, Series 7, Series 63 and Series 65. Gerald has a strong track record of success in providing financial advice to a variety of clients, including individuals, families, and businesses. Gerald is committed to providing his clients with personalized financial advice and guidance that meets their unique needs.
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.
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.
1
2
FL
01/09/2024 - Present
Fidelity Personal AND Workplace Advisors (PONTE VEDRA BEACH FL)
MA
03/03/1997 - 10/11/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
NA
06/06/1983 - 06/24/1985
WZW FINANCIAL SERVICES, INC.
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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