Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Cala has been a Registered Representative since 2001, with a focus on financial planning and portfolio management. Gerard is registered in 29 states and has experience working with individuals, families, and institutions. Gerard is currently affiliated with Equitable Advisors, LLC. Prior to joining Equitable Advisors, LLC, Gerard worked with HAPOALIM SECURITIES USA, INC. and SIDOTI & COMPANY, LLC. Gerard Cala has a proven track record of success in helping clients achieve their financial goals.
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.
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2
NJ
06/22/2016 - Present
Equitable Advisors, LLC (TOMS RIVER NJ)
NY
06/02/2014 - 01/05/2016
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
06/17/2013 - 05/30/2014
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
12/15/2011 - 09/28/2012
G-2 TRADING,LLC (NEW YORK NY)
AZ
03/31/2011 - 09/30/2011
ECHOTRADE LLC (PHOENIX AZ)
NY
06/02/2006 - 02/21/2008
CANTOR FITZGERALD & CO. (NEW YORK NY)
NJ
04/16/2001 - 06/21/2005
PERSHING LLC (JERSEY CITY NJ)
BOTH
Issued 07/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2005
Series 7A - Floor Broker Representative Exam
BC
Issued 02/19/2002
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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