Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldine? Claim Your ProfileGeraldine Pacor is a financial advisor with over 17 years of experience in the financial services industry. Geraldine is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Geraldine was with FORESIDE FUND SERVICES, LLC, PFPC DISTRIBUTORS, INC., CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC., TURNER INVESTMENT DISTRIBUTORS, INC. and SEI INVESTMENTS DISTRIBUTION CO.. Geraldine is licensed to provide investment advice in various states across the country.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
PA
01/04/2010 - 10/02/2013
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
10/23/2006 - 12/31/2009
PFPC DISTRIBUTORS, INC. (BERWYN PA)
PA
09/11/2004 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
10/16/2001 - 03/23/2004
TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)
PA
02/14/2001 - 10/01/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 6/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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