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 Nizich is a financial advisor with LPL Financial LLC in Islandia, NY. Gerard has over 35 years of experience in the financial services industry. Gerard provides a variety of financial services to individuals, families, and businesses. Gerard holds the Series 4, 7, 24, 55, and 63 licenses. Gerard is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/02/2021 - Present
LPL Financial LLC (ISLANDIA NY)
NY
09/19/2013 - 08/03/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ISLANDIA NY)
NY
02/15/2011 - 09/30/2013
PURSHE KAPLAN STERLING INVESTMENTS (HAUPPAUGE NY)
NY
06/17/2009 - 11/13/2009
TJM INVESTMENTS, LLC (GARDEN CITY, NEW YORK 11530 NY)
NY
12/18/2008 - 05/19/2009
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
CT
04/20/2005 - 11/20/2008
UBS SECURITIES LLC (STAMFORD CT)
CT
09/04/2003 - 05/25/2005
UBS CAPITAL MARKETS L.P. (STAMFORD CT)
NY
07/16/2002 - 04/07/2003
PUGLISI & CO. (NEW YORK NY)
NY
07/31/1996 - 11/27/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/04/1993 - 07/30/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
02/02/1990 - 01/06/1993
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NA
01/03/1989 - 02/10/1990
SABLE CAPITAL MARKETS, INC.
NA
11/19/1985 - 08/03/1988
THOMSON MCKINNON SECURITIES INC.
IA
Issued 11/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1989
Series 4 - Registered Options Principal Examination
BC
Issued 03/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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