Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Papetti is a financial advisor at Kestra Advisory Services, LLC, located in Fairfield, New Jersey. Gerard has over 37 years of experience in the financial services industry. Gerard is a Certified Financial Planner™ professional. Gerard provides financial planning services to individuals, families, and businesses. Gerard also has expertise in insurance, tax, and estate planning. Gerard is committed to 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.
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
10/27/2023 - Present
Kestra Advisory Services, LLC (FAIRFIELD NJ)
NJ
04/13/1989 - 06/11/2010
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
PA
02/04/1986 - 04/04/1989
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 01/29/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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