Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldine? Claim Your ProfileGeraldine Grena-daneman is a financial professional with over 30 years of experience in the financial services industry. Geraldine has a strong background in securities and financial planning, holding Series 7 and Series 63 licenses. Geraldine currently works with Equitable Advisors, LLC, a leading financial services firm, serving clients in the Woodbridge area of New Jersey.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/13/2024 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
08/27/2020 - 08/29/2024
BANKERS LIFE SECURITIES, INC. (Toms River NJ)
NJ
03/11/1991 - 12/02/2019
FIRST BROKERS SECURITIES LLC (JERSEY CITY NJ)
NA
03/20/1991 - 04/02/1991
DUNHILL SECURITIES INC.
NY
07/31/1990 - 01/28/1991
MURPHY & DURIEU (NEW YORK NY)
NA
05/25/1988 - 07/12/1990
MABON, NUGENT & CO.
BC
Issued 11/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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