Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Charles Jarmusik is a financial advisor with over 30 years of experience in the financial industry. Gerald is currently registered with MML Investors Services, LLC and has held previous roles at MSI Financial Services, Inc. and New England Securities. Gerald is licensed to provide financial services in multiple states, including New Jersey, Pennsylvania, and others. Gerald is also a registered Investment Advisor in New Jersey and Pennsylvania. Gerald holds several securities licenses, including Series 6, 7, and 66. Gerald specializes in providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including high-net-worth individuals, corporations, and trusts.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)
NJ
01/12/2012 - 01/02/2015
NEW ENGLAND SECURITIES (PRINCETON NJ)
PA
11/04/1988 - 12/23/2011
FIRST INVESTORS CORPORATION (PHILADELPHIA PA)
BOTH
Issued 04/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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