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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Giordano is a financial advisor with LPL Financial LLC in Purchase, NY. Jerry has been working in the financial industry for over 20 years and has experience with a number of financial firms including HSBC Securities (USA) Inc., Chase Investment Services Corp., and MetLife Securities Inc. Jerry is registered to provide investment advice in New Jersey, New York, Massachusetts, and Virginia. Jerry also has experience providing investment advice in Illinois and Delaware. Jerry has a number of certifications, including the Series 6, 7, 10, 63, and 65 exams, and also the Securities Industry Essentials Exam (SIE). Jerry offers a number of services including financial planning, portfolio management for individuals and businesses, 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.
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NY
08/03/2021 - Present
LPL Financial LLC (PURCHASE NY)
NY
09/09/2009 - 10/19/2020
HSBC SECURITIES (USA) INC. (SCARSDALE NY)
NY
02/16/2007 - 08/31/2009
CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)
NY
01/01/2005 - 02/12/2007
HSBC SECURITIES (USA) INC. (BEDFORD HILLS NY)
NY
10/21/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
12/19/2003 - 10/08/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
11/13/2001 - 12/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/13/2001 - 12/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
10/12/2000 - 11/05/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 10/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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