Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Catalano is a financial professional with over 20 years of experience in the industry. Gerald is currently registered with Oneamerica Securities, Inc. and has previously worked with HORNOR, TOWNSEND & KENT, INC., AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Gerald is also a licensed Series 6 and Series 63 representative. Gerald has a strong track record of providing financial advice to individuals, corporations and other businesses. Gerald specializes in financial planning, portfolio management, pension consulting and educational seminars. Gerald is committed to helping clients achieve their financial goals.
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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IL
07/21/2017 - Present
Oneamerica Securities, Inc. (Lombard IL)
IL
01/28/2016 - 07/20/2017
HORNOR, TOWNSEND & KENT, INC. (LOMBARD IL)
IL
10/31/2011 - 02/05/2016
AXA ADVISORS, LLC (LOMBARD IL)
IL
07/27/1998 - 04/19/2011
AXA ADVISORS, LLC (LOMBARD IL)
NY
07/27/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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