Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Alena is a financial advisor with over 20 years of experience in the financial services industry. Gerald is registered with Trpc Advisory Services in Connecticut. He is a registered representative of Trpc Advisory Services and holds the Series 6, 7, 63 and 65 licenses. Gerald specializes in pension consulting and educational seminars. In addition to his work at Trpc Advisory Services, Gerald also owns and operates Choose High Performance, LLC, a consulting firm specializing in organizational psychology and training.
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.
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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CT
03/24/2021 - Present
Trpc Advisory Services (MIDDLEBURY CT)
CT
12/06/2018 - 12/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
MA
08/15/2011 - 09/05/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
01/01/2009 - 07/20/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SANDY HOOK CT)
CT
06/06/2000 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (SANDY HOOK CT)
NA
09/10/1990 - 03/20/1991
NML EQUITY SERVICES, INC.
NA
06/11/1988 - 08/10/1990
PRUCO SECURITIES CORPORATION
IA
Issued 01/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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