Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Lawrence Aloof is a financial advisor with LPL Financial LLC, based in CRANFORD, NJ. Jerald has been in the industry since 1986 and has experience with a variety of firms, including UBS Paine Webber Inc, Dean Witter Reynolds Inc, and Shearson Lehman Hutton Inc. Jerald is licensed to provide advisory services in 17 states, including Massachusetts, New Jersey, New York, and Florida. Jerald holds Series 63, 65, 7, 3, 24, and 53 licenses and has passed the SIE exam. Jerald has a history of providing consulting and other non-discretionary advisory services as well as financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
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
07/06/2018 - Present
LPL Financial LLC (CRANFORD NJ)
NJ
05/23/2003 - 07/09/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CLARK NJ)
NJ
11/04/1993 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/03/1989 - 11/05/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/11/1988 - 11/06/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/01/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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