Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Gerard is a financial advisor with over 25 years of experience in the financial services industry. John has been a registered representative with Park Avenue Securities LLC since 2010. Prior to that, John worked at a number of other firms, including New England Securities, MML Investors Services, Inc., and Pruco Securities Corporation. John is a dedicated financial advisor who is committed to helping his clients achieve their financial goals. He offers a variety of services, including financial planning, portfolio management, and investment advice. John specializes in working with high-net-worth individuals, corporations, and charitable organizations. He is also an expert in investment company products, variable contracts, and direct participation programs. John holds a Series 6, Series 22, Series 26, Series 63, and Series 65 license. He is also a registered principal with Park Avenue Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NJ
08/12/2022 - Present
Park Avenue Securities LLC (SHREWSBURY NJ)
NJ
07/21/2010 - 11/04/2020
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NJ
08/26/2003 - 09/18/2009
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
MA
02/03/2003 - 08/13/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
05/12/1993 - 12/04/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
09/14/1988 - 03/28/1989
CIGNA SECURITIES, INC.
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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