Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerlando? Claim Your ProfileGerlando Iacono is a financial professional with over 20 years of experience in the industry. Gerlando is currently registered with Bofa Securities, Inc. and has been in this role since May 2019. Prior to that, Gerlando worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Securities LLC among others. Gerlando holds the Series 6, 7, 24 and 63 licenses and has a strong track record of success in the financial services industry.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/13/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/06/2016 - 11/07/2018
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
04/14/2005 - 06/23/2015
UBS SECURITIES LLC (NEW YORK NY)
NY
12/09/2002 - 04/22/2005
ASB SECURITIES, LLC (NEW YORK NY)
NY
02/23/2000 - 12/09/2002
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
NY
08/04/1998 - 01/31/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
07/30/1998 - 08/07/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
WI
09/17/1996 - 03/13/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/17/1996 - 03/13/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1996
Series 6 - Investment Company Products/Variable Contracts 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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