Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Geraci is a financial professional with over 30 years of experience in the financial services industry. He has been actively involved in the industry since 1989 and has held various roles at prominent firms, including First Command Financial Planning, Inc., Infinex Investments, Inc., and BI Investments, LLC. Jeffrey currently works as a financial advisor at Ausdal Financial Partners, Inc.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
VA
10/23/2024 - Present
Ausdal Financial Partners, Inc. (Virginia Beach VA)
VA
10/21/2008 - 05/06/2010
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
VA
06/01/2008 - 06/11/2008
INFINEX INVESTMENTS, INC. (VIRGINIA BEACH VA)
VA
08/23/2007 - 06/01/2008
BI INVESTMENTS, LLC (VIRGINIA BEACH VA)
FL
06/24/1988 - 11/29/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
IA
Issued 09/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Geraci is the right advisor for you? Invested Better is here to help.
