Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geri? Claim Your ProfileGeri Cuicci is a financial advisor currently registered with J.p. Morgan Securities LLC. Geri has been working in the financial industry since 1996. Previously, Geri worked at SCOTTRADE, INC., QUEST CAPITAL STRATEGIES, INC., TD AMERITRADE, INC., R. J. THOMPSON SECURITIES, INC., and CAMELOT INVESTMENT CORP. Geri is licensed to offer investment advice in Connecticut, Florida, New Jersey, New York, and California. Geri is also registered as an investment advisor representative in New Jersey.
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
NJ
11/27/2019 - Present
J.p. Morgan Securities LLC (MONTVALE NJ)
NJ
11/03/2008 - 03/08/2018
SCOTTRADE, INC. (RIDGEWOOD NJ)
CA
04/15/2008 - 10/31/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
06/17/1993 - 05/09/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
02/21/2003 - 01/29/2004
R. J. THOMPSON SECURITIES, INC. (JERSEY CITY NJ)
NA
04/26/1993 - 06/09/1993
CAMELOT INVESTMENT CORP.
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 7 - General Securities Representative Examination
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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