Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen John Gerek is a financial advisor with over 20 years of experience in the industry. Stephen currently works at Alight Financial Advisors, LLC. Stephen has held several positions in the financial services industry, including roles at Truist Investment Services, Inc., CUSO Financial Services, L.P., Fidelity Brokerage Services LLC, and Merrimac Corporate Securities, Inc.. Stephen is a registered investment advisor in Florida and North Carolina.
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.
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.
Set-up fees and related services
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2
FL
06/11/2021 - Present
Alight Financial Advisors, LLC (Ponte Vedra Beach FL)
FL
10/26/2015 - 02/22/2021
TRUIST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
10/23/2014 - 04/13/2015
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
FL
01/17/2012 - 04/08/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
05/14/2009 - 12/31/2010
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
10/31/2003 - 05/16/2007
THE LEADERS GROUP, INC. (JACKSONVILLE FL)
NE
06/27/2001 - 07/25/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
FL
09/27/2000 - 11/02/2000
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
NC
07/31/1997 - 05/11/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
11/09/1994 - 07/31/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
11/09/1993 - 02/24/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
PA
10/26/1989 - 11/03/1992
CIGNA SECURITIES, INC. (RADNOR PA)
NY
06/27/1988 - 09/29/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
01/22/1985 - 06/21/1988
THE DREYFUS SERVICE CORPORATION
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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