Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Anthony Cella has been in the financial services industry since 2003 and is currently registered with UBS Financial Services Inc.. Previously, Gerard Cella was registered with UBS Securities LLC, Deutsche Bank Securities Inc., UBS International Inc., and Funds Distributor, Inc.. Gerard Anthony Cella holds Series 66, SIE, and Series 7 licenses. Gerard Anthony Cella also has a partnership interest in 13 South Shore Trail 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.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NJ
01/13/2011 - 07/14/2014
UBS SECURITIES LLC (WEEHAWKEN NJ)
NY
05/11/2006 - 03/28/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/04/2001 - 05/10/2004
UBS INTERNATIONAL INC. (NEW YORK NY)
ME
06/26/2000 - 08/21/2000
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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