Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Bifulco is an investment advisor representative with Ameriprise Financial Services, LLC. Gerard Bifulco has been in the securities industry since August 11, 2004. Gerard Bifulco holds Series 7, Series 66, and SIE licenses and is registered in Arizona, California, Connecticut, District of Columbia, Florida, Maine, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Washington. In addition to Ameriprise Financial Services, LLC, Gerard Bifulco has also previously worked for MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/15/2021 - Present
Ameriprise Financial Services, LLC (Colts Neck NJ)
NJ
06/01/2009 - 01/20/2010
MORGAN STANLEY SMITH BARNEY (LITTLE FALLS NJ)
NJ
05/31/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
NJ
08/12/2004 - 05/31/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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