Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lewandowski is a financial advisor with over 40 years of experience. Gerald is currently registered with Lincoln Investment and Capital Analysts. Gerald is also a Certified Financial Planner. Gerald has worked for several firms including Legend Equities Corporation and Legend Capital Corporation. Gerald has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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.
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2
NY
04/05/2019 - Present
Lincoln Investment (Amherst NY)
NY
07/27/1993 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
FL
12/12/1980 - 12/31/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
03/20/1980 - 12/19/1980
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 06/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1989
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 04/03/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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