Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Geramo IV is a financial advisor with Steward Partners Investment Advisory, LLC. Michael has been in the industry for over 20 years. He is registered to provide investment advice in several states including New York, New Jersey, Texas, and Pennsylvania. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, and charitable organizations. Michael is a Chartered Financial Consultant and holds the Series 6, 7, 63 and 65 licenses. Michael is also a board member of Accountable Equity, a hospitality company based in Egg Harbor City, New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
03/31/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
PA
03/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
NY
05/29/2007 - 03/24/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/26/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
06/30/2005 - 01/30/2006
WM FINANCIAL SERVICES, INC. (NEW YORK NY)
WI
06/06/2003 - 07/06/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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