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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geriann? Claim Your ProfileGeriann Simoldoni is a financial advisor with over 27 years of experience. Geriann currently works at Wells Fargo Clearing Services, LLC, where they specialize in providing investment advisory services to individuals, families, and businesses. Prior to joining Wells Fargo, Geriann was employed at Prudential Securities Incorporated. Geriann holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Geriann is registered to provide financial advice in 35 states.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NY
05/24/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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