Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Rabadeau is a financial advisor at Raymond James Financial Services Advisors, Inc. Gerard has been in the industry since 1979 and holds Series 3, 7, 9, 10, 63, and 65 licenses. Gerard also holds the SIE designation. In addition to working with individuals, Gerard also provides financial planning services to corporations, trusts, and pension plans. Prior to joining Raymond James, Gerard worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
05/27/2020 - Present
Raymond James Financial Services Advisors, Inc. (WESTFIELD NJ)
NJ
07/01/2003 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTFIELD NJ)
NY
01/17/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/13/1982 - 04/08/1985
NPC SECURITIES, INCORPORATED
NA
07/18/1980 - 03/06/1984
HIGHAM-WHITRIDGE SECURITIES, INC.
NA
11/24/1980 - 10/20/1982
PEBSCO SECURITIES CORP.
NA
05/01/1979 - 06/07/1980
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 11/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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