Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Emil Stefanelli is an active investment advisor representative with LPL Financial LLC. Gerald has been in the industry since December 22, 1985. Gerald holds the Series 7, Series 63, Series 26, and Series 65 licenses and is registered with FINRA and the states of Florida, New Jersey, New York and Pennsylvania. Gerald was previously employed by Osaic Wealth, Inc. Prior to that, Gerald worked at NFP Securities, Inc. Gerald also worked for SII Investments, Inc., Investment Advisors & Consultants, Inc., Calvert Securities Corporation, and Equity Services, Inc. Gerald has experience in various investment advisory services including financial planning, portfolio management for businesses and individuals, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
07/01/2024 - Present
LPL Financial LLC (HUMMELSTOWN PA)
NJ
04/02/2013 - 07/05/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
01/04/2008 - 04/02/2013
NFP SECURITIES, INC. (LIVINGSTON NJ)
NJ
04/20/1999 - 12/31/2007
SII INVESTMENTS, INC. (LIVINGSTON NJ)
NJ
02/18/1992 - 04/24/1999
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
MD
01/24/1990 - 02/14/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
VT
12/17/1985 - 02/01/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 01/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Stefanelli is the right advisor for you? Invested Better is here to help.
