Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Figari is a financial advisor registered with Cetera Investment Advisers LLC. Gerard has been in the financial services industry since 1985 and has a wide range of experience. Gerard holds the Series 3, 7, 63, 65 and SIE licenses. Gerard has worked with a number of financial institutions over the years, including Investors Capital Corp., Makefield Securities Corporation, Prudential Securities Incorporated and Barnett Investments, Inc. Gerard is currently registered with Cetera Investment Advisers LLC in Florida.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/16/2024 - Present
Cetera Investment Advisers LLC (STUART FL)
FL
11/27/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (STUART FL)
FL
07/24/1997 - 11/22/2002
MAKEFIELD SECURITIES CORPORATION (STUART FL)
NY
01/25/1996 - 07/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
06/01/1989 - 02/15/1996
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
05/14/1988 - 05/20/1989
SHEARSON LEHMAN HUTTON INC.
NA
03/19/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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