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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerasimos? Claim Your ProfileGerasimos Melissaratos is a financial advisor with Fidelity Personal And Workplace Advisors. Gerasimos has been in the industry since August 2012. Gerasimos is registered in New Jersey, Texas, and Utah. Gerasimos is also a Registered Representative and Investment Advisor Representative. Gerasimos holds Series 6, 7, 9, 10, 24, 63, and 66 licenses.
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.
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.
1
2
NJ
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
NJ
08/14/2013 - 04/15/2020
TD AMERITRADE, INC. (PRINCETON NJ)
NJ
05/13/2011 - 05/24/2012
METLIFE SECURITIES INC. (MOUNT LAUREL NJ)
BOTH
Issued 09/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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