Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Coughlin is an investment advisor representative with Osaic Wealth, Inc. Gerald has been in the financial services industry since 1983 and has a broad range of experience in providing financial advice. He has been registered with various firms throughout his career, including LPL Financial LLC, Cambridge Investment Research, Inc., Securities America, Inc., and Osaic Wealth, Inc. Gerald is licensed to provide financial advice in several states, including New York, Florida, Massachusetts, North Carolina, and Texas. He has also completed several industry exams, including the Series 6, Series 62, Series 63, Series 65, and the SIE Exam. Gerald is passionate about helping his clients achieve their financial goals. He specializes in working with high-net-worth individuals and families, businesses, and retirement plans.
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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (SYRACUSE NY)
NY
03/04/2019 - 06/14/2024
SECURITIES AMERICA, INC. (SYRACUSE NY)
NY
02/14/2017 - 03/22/2019
LPL FINANCIAL LLC (SYRACUSE NY)
NY
01/02/2008 - 02/14/2017
FIRST ALLIED SECURITIES, INC. (SYRACUSE NY)
NY
01/03/2006 - 01/08/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (SYRACUSE NY)
NY
02/01/1999 - 12/31/2005
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
DE
05/09/1983 - 02/10/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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