Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Simonelli is an investment advisor representative at Ameriprise Financial Services, LLC. Gerard is based in Jericho, NY and has been in the financial services industry since 1986. Gerard's primary firm is Ameriprise Financial Services, LLC. Gerard holds Series 6, 7, and 63 licenses, as well as the SIE designation, and is a Certified Financial Planner. Gerard also holds licenses to practice in several states. Previous firms that Gerard was associated with include CADARET, GRANT & CO., INC., NORTH RIDGE SECURITIES CORP., WESTCO INVESTMENT CORP., NATHAN & LEWIS SECURITIES, INC., AETNA INVESTMENT SERVICES, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, and FIRST INVESTORS CORPORATION. Gerard has worked with a variety of client types including high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, and trusts/estates.
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.
Asset allocation services
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Jericho NY)
NY
07/13/1999 - 08/06/2013
CADARET, GRANT & CO., INC. (JERICHO NY)
NY
01/05/1999 - 07/02/1999
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
06/11/1998 - 11/20/1998
WESTCO INVESTMENT CORP. (LYNBROOK NY)
NY
11/07/1994 - 06/08/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
10/15/1993 - 05/22/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
07/13/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
09/23/1986 - 08/21/1987
NATHAN & LEWIS SECURITIES, INC.
NA
02/20/1986 - 09/10/1986
FIRST INVESTORS CORPORATION
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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