Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Bruce Nearier is a financial advisor with Stifel, Nicolaus & Company, Inc. in Hamden, CT. Gerald has over 40 years of experience in the financial services industry. He is registered to provide investment advice in 28 states. Gerald has passed the Series 63, Series 65, Series 7 and SIE exams. Gerald is a licensed Notary Public in Connecticut.
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.
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2
CT
06/05/2007 - Present
Stifel, Nicolaus & Company, Inc. (HAMDEN CT)
CT
04/29/2002 - 06/05/2007
RYAN BECK & CO. (HAMDEN CT)
NY
10/01/1985 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
01/18/1984 - 10/01/1985
HERZFELD & STERN INC.
NA
02/28/1983 - 01/17/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
05/23/1980 - 02/23/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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