Unclaimed
Gerald Clericuzio is a financial professional with over 25 years of experience in the industry. Gerald is currently registered with Park Avenue Securities LLC as a Registered Representative. Gerald is a highly experienced financial professional with a wide range of licenses and registrations, including Series 7, Series 24, Series 63, and Series 65. Gerald is a dedicated financial advisor who provides a wide range of financial services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
11/16/2011 - Present
Park Avenue Securities LLC (SHREWSBURY NJ)
NY
04/26/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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