Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Valenti is a financial advisor with Cetera Investment Advisers LLC. Gerard has over 7 years of experience in the financial services industry. Gerard is registered with the state of New Jersey as an Investment Advisor Representative (IAR). Gerard is also licensed in Florida, New Jersey, New York, Pennsylvania and South Carolina. Gerard holds the Series 6, 7, 63 and 65 licenses and the SIE exam.
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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NJ
07/12/2021 - Present
Cetera Investment Advisers LLC (PINE BROOK NJ)
NJ
10/26/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (LYNDHURST NJ)
CA
08/17/2015 - 10/15/2015
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
IA
Issued 7/9/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2018
Series 7 - General Securities Representative Examination
BC
Issued 8/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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