Unclaimed
Gerard James Crean is a securities professional with over 30 years of experience in the financial industry. Gerard James Crean is currently registered with David Lerner Associates, Inc. and has been registered with the firm since June 21, 1991. Gerard James Crean has also held a previous registration with FIRST CHOICE SECURITIES CORP. from April 9, 1991 to April 25, 1991. Gerard James Crean holds the Series 7 and Series 63 licenses.
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.
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.
1
2
NY
06/21/1991 - Present
David Lerner Associates, Inc. (SYOSSET NY)
NA
04/09/1991 - 04/25/1991
FIRST CHOICE SECURITIES CORP.
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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