Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Blanco is a financial advisor with over 20 years of experience in the industry. Gerardo is currently registered with J.P. Morgan Securities LLC and has a Series 66 and Series 63 license. He holds licenses in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Gerardo has previously worked for StateTrust Investments Inc. and BNP Paribas Investment Services, LLC. Gerardo focuses on providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. He also has experience in providing portfolio management services for businesses and individuals. Gerardo is dedicated to helping his 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
06/23/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
07/27/2016 - 01/12/2017
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
FL
12/18/2007 - 08/19/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
03/30/2001 - 12/07/2007
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 8/5/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/2017
Series 4 - Registered Options Principal Examination
BC
Issued 1/9/2008
Series 24 - General Securities Principal Examination
BC
Issued 3/7/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/29/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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