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 a financial advisor with Equitable Advisors, LLC, and has been in the industry since March 21, 1991. Gerald is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is also registered as an Investment Advisor Representative. Gerald's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Gerald is licensed to offer financial advice in California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington.
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.
1
2
NJ
10/30/2023 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
10/31/2005 - 10/22/2009
SAGEPOINT FINANCIAL, INC. (RED BANK NJ)
AZ
06/24/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
05/10/1999 - 06/21/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
01/04/1999 - 05/13/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/31/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
10/27/1993 - 02/08/1994
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NA
12/24/1992 - 10/08/1993
MCLEOD & COMPANY, INC.
NY
02/11/1991 - 12/18/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 09/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Coughlin is the right advisor for you? Invested Better is here to help.
