Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gelormini is a financial professional with over 12 years of experience in the industry. Jeffrey is currently registered as a representative of Osaic Wealth, Inc. in New York and Texas. Prior to joining Osaic Wealth, Inc., Jeffrey was a representative of FORESTERS FINANCIAL SERVICES, INC. Jeffrey holds the Series 6, Series 63 and SIE licenses. Jeffrey is a registered investment advisor and has been licensed in several states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. Jeffrey has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jeffrey specializes in helping clients understand if they need life insurance and if so what kind of insurance. Jeffrey is also a 40% owner of Nova Wealth, DBA for OSIAC BUSINESS.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
10/14/2024 - Present
Osaic Wealth, Inc. (N TONAWANDA NY)
NY
07/18/2011 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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