Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerard is a financial advisor with over 30 years of experience in the financial services industry. Paul is currently registered with Princeton Global Asset Management LLC. Prior to joining Princeton Global Asset Management LLC, Paul was employed with BLACKROCK INVESTMENTS, INC., FAM DISTRIBUTORS, INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Paul is also a Chartered Financial Analyst. Paul specializes in providing financial planning, pension consulting and portfolio management services to high-net-worth individuals and pension and profit-sharing plans. Paul has a strong commitment to providing his clients with personalized advice and tailored investment strategies.
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.
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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NJ
04/16/2009 - Present
Princeton Global Asset Management LLC (PRINCETON NJ)
NY
09/29/2006 - 05/17/2007
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
12/22/1987 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/05/1976 - 08/08/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/05/1976 - 08/08/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/20/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1976
Series 1 - Registered Representative Examination
Active
Inactive
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