Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Joseph Coraggio has been in the financial industry since February 1977. Gerard Coraggio is currently registered with Cetera Investment Advisers LLC. Previously, Gerard Coraggio was registered with American Portfolios Financial Services, Inc., Penn Plaza Brokerage, Ltd., Noyes Partners Incorporated, Kurz-Liebow & Company, Inc., Dean Witter Reynolds Inc., and First Investors Corporation. Gerard Coraggio holds a Series 63 license. Gerard Coraggio is also registered with the state of New York as an Investment Adviser Representative. Gerard Coraggio specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
NY
06/04/2024 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
09/09/2009 - 06/07/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/11/1998 - 09/03/2009
PENN PLAZA BROKERAGE, LTD. (NEW YORK NY)
NY
08/26/1994 - 06/08/1998
NOYES PARTNERS INCORPORATED (NEW YORK NY)
NA
07/26/1989 - 09/07/1994
KURZ-LIEBOW & COMPANY, INC.
NA
05/14/1984 - 09/07/1994
KURZ-LIEBOW & COMPANY, INC.
NY
11/11/1987 - 08/01/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/03/1977 - 05/17/1984
FIRST INVESTORS CORPORATION
BC
Issued 10/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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