Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Oliano is a registered representative of Cambridge Investment Research Advisors, Inc. Gerald has been in the securities industry for over 25 years. Gerald holds licenses in Connecticut, Florida, Georgia, Maryland and is registered with the Securities and Exchange Commission. Gerald’s experience spans over two decades, starting with Aetna Capital Management in 1993, then Aetna Investment Services, Main Street Management Company and H. Beck, Inc. Currently, Gerald is a registered representative for Cambridge Investment Research Advisors, Inc. with offices in Wallingford, Connecticut.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CT
10/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Wallingford CT)
CT
05/18/2004 - 10/23/2017
H. BECK, INC. (WALLINGFORD CT)
MA
11/17/1995 - 06/14/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
10/15/1993 - 11/29/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
01/22/1993 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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