Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Kennedy McGillicuddy is a financial advisor registered with DFA Securities LLC. Gerald is a Series 7, Series 24 and Series 63 licensed professional and has over 11 years of experience in the industry. Gerald previously worked with Credit Suisse Securities (USA) LLC. Gerald is registered to offer investment advice and securities transactions in all 50 states.
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.
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.
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NC
12/19/2017 - Present
DFA Securities LLC (CHARLOTTE NC)
NY
01/20/2012 - 12/07/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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