Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Licari is an investment professional with a career spanning over 30 years. He is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Gerald has been employed since December 1991. Gerald has held previous positions with several other firms, including Palm Beach Financial, Inc., J F Lowe & Company Incorporated, GSG Global Securities Group Inc., Kettler & Company, Greentree Securities Corp., and Brooks Weinger Robbins & Leeds Inc. Gerald is licensed to provide securities related advice in multiple states and is currently registered with the Financial Industry Regulatory Authority (FINRA).
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/18/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTON FL)
NA
07/06/1990 - 08/16/1990
PALM BEACH FINANCIAL, INC.
NA
03/22/1989 - 06/18/1990
J F LOWE & COMPANY INCORPORATED
NA
03/14/1990 - 04/12/1990
GSG GLOBAL SECURITIES GROUP INC.
NA
05/10/1988 - 02/07/1989
KETTLER & COMPANY
NA
01/04/1988 - 04/21/1988
GREENTREE SECURITIES CORP.
NA
07/23/1986 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 10/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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