Unclaimed
Gerard Dimeo is a financial advisor with J.P. Morgan Securities LLC. Gerard is registered with FINRA and the Securities Investor Protection Corporation. Gerard has over 24 years of experience in the securities industry. Gerard's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., and Lehman Brothers Inc. Gerard's primary office is located in New York, NY. Gerard has a broad range of experience in the securities industry and is well-suited to provide financial advice to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/23/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
07/08/2010 - 07/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
03/14/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/19/2002 - 02/22/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
06/21/2000 - 12/13/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/31/1998 - 07/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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