Unclaimed
Lindsay Gerardi is a financial advisor with Raymond James Financial Services, Inc. and is registered with the state of Florida. Lindsay has been in the industry since May 4, 2005, and has experience with Raymond James & Associates, Inc. and T. Rowe Price Investment Services, Inc. Lindsay has passed the Series 6, Series 7, Series 24, and Series 63 exams.
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.
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.
1
2
FL
02/22/2024 - Present
Raymond James Financial Services, Inc. (ST PETERSBURG FL)
FL
05/03/2005 - 07/10/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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