Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Cibik is a registered representative with Trustmont Advisory Group, Inc. and has over 30 years of experience in the financial services industry. Gerald has a Series 6, 26, 63, and 65 license and is registered to provide investment advice in Florida, North Carolina, Ohio, Pennsylvania, South Carolina and Texas. Gerald specializes in providing financial planning, investment management, and selection of other advisers. Gerald has also worked with a variety of firms throughout his career, including THE CODRICK FINANCIAL GROUP, INC., THE INVESTMENT CENTER, INC., MULTI-FINANCIAL SECURITIES CORPORATION, USLIFE EQUITY SALES CORP., FIRST AMERICAN NATIONAL SECURITIES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
11/12/2020 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
NA
10/27/1993 - 11/18/1993
THE CODRICK FINANCIAL GROUP, INC.
NJ
10/13/1993 - 10/28/1993
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
CO
03/11/1992 - 10/06/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
11/16/1990 - 03/11/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NJ
10/16/1990 - 11/19/1990
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
GA
02/12/1987 - 10/11/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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