Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lamalfa is a financial advisor with over 30 years of experience in the industry. Gerald is currently registered with LPL Financial LLC and has been with the firm since 2012. Previously, Gerald was also a registered representative with SII INVESTMENTS, INC., and New England Securities. Gerald holds several professional licenses and designations, including the Series 7, Series 6, Series 24, Series 51, and the SIE exams. He is also a Certified Financial Planner. Gerald has a strong track record of providing clients with comprehensive financial advice and investment management services. His areas of expertise include retirement planning, college savings, investment management, and insurance.
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
FL
02/14/2018 - Present
LPL Financial LLC (LAKEWOOD RANCH FL)
NJ
02/29/2016 - 02/14/2018
SII INVESTMENTS, INC. (Bridgewater NJ)
NJ
11/08/2012 - 03/08/2016
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NJ
09/09/2009 - 11/13/2012
SII INVESTMENTS, INC. (PARSIPPANY NJ)
NJ
02/17/1995 - 09/17/2009
NEW ENGLAND SECURITIES (BRANCHBURG NJ)
MA
09/02/1988 - 02/01/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
04/30/1987 - 08/31/1988
MONY SECURITIES CORP.
NA
04/30/1987 - 08/31/1988
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
08/16/1985 - 03/04/1987
PRUCO SECURITIES CORPORATION
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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