Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Crum is a financial advisor with over 25 years of experience in the financial services industry. Gerald is a registered representative with Morgan Stanley in Morristown, New Jersey. Gerald's prior experience includes roles with UBS Financial Services Inc., Citigroup Global Markets Inc., and Morgan Stanley DW Inc.. Gerald holds Series 7, Series 10, Series 24, Series 31, Series 55, Series 57TO and SIE licenses. Gerald is licensed to offer investment advice and securities products in multiple states. Gerald is also a licensed real estate broker in New Jersey.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/04/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
04/03/2009 - 09/15/2020
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
09/02/2005 - 04/21/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
09/07/2001 - 09/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/13/2000 - 09/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/06/1999 - 11/02/2000
HEARTLAND SECURITIES CORP. (EDISON NJ)
TX
03/16/1999 - 06/25/1999
PARTNERS SECURITIES, INC. (AUSTIN TX)
NJ
04/20/1998 - 10/01/1998
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
01/16/1998 - 04/21/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
NJ
12/18/1996 - 01/14/1998
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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