Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Joseph McCready is a financial advisor with LPL Financial LLC. Gerald has been in the industry since 1984 and is currently registered with the state of Pennsylvania. Gerald has a wealth of experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to financial planning, Gerald also provides portfolio management services for businesses and individuals.
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
PA
06/17/2024 - Present
LPL Financial LLC (DENVER PA)
PA
12/14/2012 - 06/17/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (READING PA)
PA
01/08/2007 - 12/18/2012
CETERA INVESTMENT SERVICES LLC (WYOMISSING PA)
PA
10/13/2004 - 01/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
PA
07/20/2001 - 11/09/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
10/19/1998 - 07/23/2001
PENN SECURITIES, INC. (WYOMISSING PA)
MD
08/04/1995 - 10/20/1998
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
NA
03/11/1993 - 11/08/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
09/24/1990 - 05/20/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/24/1990 - 05/20/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
11/21/1989 - 07/19/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
03/21/1989 - 12/05/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
05/23/1983 - 03/03/1989
PRUCO SECURITIES CORPORATION
IA
Issued 12/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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