Unclaimed
Gerard Anthony Alesi is a securities professional with over 20 years of experience in the financial services industry. Gerard has held positions with several reputable firms including CNR Securities, LLC, Credit Suisse Securities (USA) LLC, and Credit Suisse Asset Management Securities, Inc. Currently, Gerard is registered with FEF Distributors, LLC.
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.
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.
1
2
NY
12/23/2019 - Present
FEF Distributors, LLC (NEW YORK NY)
NY
07/22/2011 - 11/20/2019
CNR SECURITIES, LLC (NEW YORK NY)
NY
08/12/2010 - 05/27/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/28/2009 - 08/20/2010
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
07/09/2008 - 12/31/2008
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
11/03/2003 - 07/12/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NA
04/29/1994 - 08/09/1994
JOSEPH STEVENS & COMPANY, L.P.
NA
11/24/1993 - 05/09/1994
A.S. GOLDMEN & CO., INC.
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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