Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldine? Claim Your ProfileGeraldine Curatolo is an Investment Advisor Representative with Morgan Stanley. Geraldine has been in the securities industry for over 8 years. She is registered with the state of New York and Texas as well as FINRA. Geraldine has Series 7, 6, 63, 66, 9, and 10 licenses. Geraldine has been previously employed with CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC, and J.P. MORGAN SECURITIES LLC. Geraldine currently works in the New York, NY branch of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/29/2022 - Present
Morgan Stanley (New York NY)
NY
03/27/2018 - 02/10/2022
CHARLES SCHWAB & CO., INC. (Forest Hills NY)
DC
04/04/2017 - 03/02/2018
E*TRADE SECURITIES LLC (WASHINGTON DC)
NY
10/24/2014 - 11/12/2015
J.P. MORGAN SECURITIES LLC (COLLEGE POINT NY)
BOTH
Issued 04/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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