Unclaimed
Gerard Parisi is a financial advisor with The Investment Center, Inc., a firm based in Albany, New York. Gerard is registered with the Financial Industry Regulatory Authority (FINRA). Gerard has been in the financial services industry since 2016. Prior to joining The Investment Center, Inc., Gerard worked for LPL Financial LLC and VOYA FINANCIAL ADVISORS, INC.. Gerard has passed the Series 63, SIE and Series 7 exams.
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
01/05/2018 - Present
THE Investment Center, Inc. (ALBANY NY)
NY
11/03/2016 - 11/03/2017
LPL FINANCIAL LLC (ALBANY NY)
NY
01/11/2016 - 11/03/2016
VOYA FINANCIAL ADVISORS, INC. (Schenectedy NY)
BC
Issued 02/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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