Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Geraci is an investment advisor representative with Allstate Financial Advisors, LLC. James has been in the industry since June 17, 1998 and has worked for many firms over the years including MML Investors Services, LLC, MSI Financial Services, Inc., Questar Capital Corporation, New Castle Financial Services LLC, Long Island Financial Group, Inc., Raymond James Financial Services, Inc., Citicorp Investment Services, MetLife Securities Inc., Metropolitan Life Insurance Company, Gaines, Berland Inc., A.S. Goldmen & Co., Inc. and Joseph Stevens & Company, L.P.. James holds Series 7, 24, 63, 65 and 66 securities licenses. James is registered in New Jersey and New York. James Anthony Geraci is a registered representative of Allstate Financial Advisors, LLC.
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Third party advisory fees
1
2
NY
09/23/2021 - Present
Allstate Financial Advisors, LLC (Middle Village NY)
NY
03/25/2017 - 04/05/2019
MML INVESTORS SERVICES, LLC (BROOKLYN NY)
NY
12/02/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROOKLYN NY)
NY
05/27/2009 - 12/09/2010
QUESTAR CAPITAL CORPORATION (ROCKAWAY PARK NY)
NY
08/07/2007 - 07/07/2008
NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)
NY
04/05/2005 - 10/06/2005
LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)
FL
04/08/2002 - 12/04/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/13/2000 - 03/14/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
09/24/1998 - 09/12/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/24/1998 - 09/12/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/25/1997 - 02/03/1998
GAINES, BERLAND INC. (BETHPAGE NY)
NJ
07/28/1994 - 04/17/1997
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
05/03/1994 - 08/01/1994
JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)
NJ
08/17/1992 - 05/05/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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