Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Theodore Gerardi is a financial advisor currently registered with LPL Financial LLC. Thomas has been a registered financial advisor since December 2006. Thomas holds Series 6, 7, and 66 securities licenses. Thomas previously worked with CETERA ADVISORS LLC, SunTrust Investment Services, Inc., BB&T INVESTMENT SERVICES, INC., and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/25/2024 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
03/07/2017 - 12/12/2019
CETERA ADVISORS LLC (THE VILLAGES FL)
FL
09/21/2012 - 03/09/2017
SUNTRUST INVESTMENT SERVICES, INC. (OCALA FL)
FL
03/08/2011 - 09/21/2012
BB&T INVESTMENT SERVICES, INC. (TALLAHASSEE FL)
FL
09/05/2007 - 03/08/2011
EDWARD JONES (OCALA FL)
FL
12/15/2006 - 09/04/2007
WACHOVIA SECURITIES, LLC (OCALA FL)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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