Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Mark Scorziello is a registered representative with Wells Fargo Advisors Financial Network, LLC, having joined the firm in September 2022. Gerard is a highly experienced financial professional who began his career in the financial services industry in 1990. With over three decades of experience, Gerard has been serving individuals, families, and businesses, providing comprehensive financial planning and investment management solutions. Gerard specializes in a wide range of financial planning areas, including retirement planning, college savings, estate planning, and insurance planning. He is also a licensed notary public and actively serves as a board member for the City of Clifton Board of Adjustment.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
01/01/2008 - 09/02/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
08/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
NY
10/01/1990 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/29/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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