Invested Better
Portfolio Management for Businesses Advisors in Palm Beach Garden, Florida
Results
Unclaimed
location

PALM BEACH GARDEN, FL

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gerard Domenic Ciccio is a financial advisor with over 40 years of experience in the financial services industry. Gerard is currently registered with Morgan Stanley and holds a Series 7, 63, 65 and SIE license. He also holds a Series 4 license and has previously worked for a variety of firms, including Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gerard specializes in providing financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE