Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Giangola is a financial advisor with over 30 years of experience in the industry. Gerald has been registered with LPL Financial LLC since November 2021. Prior to that, Gerald was registered with The O.N. Equity Sales Company from November 1993 to November 2021. Gerald has a Series 7 and Series 63 license and holds the designation of Chartered Financial Consultant. Gerald is registered in the states of Florida, Indiana, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and is a registered Investment Advisor in Ohio and Texas.
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.
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2
OH
11/08/2021 - Present
LPL Financial LLC (ASHTABULA OH)
OH
11/16/1993 - 11/10/2021
THE O.N. EQUITY SALES COMPANY (ASHTABULA OH)
CA
07/26/1984 - 11/15/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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