Tom Gerardi Email & Phone Number
LPL Financial Planner, LPL Registered Representative @ Synergy Wealth Alliance
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Tom Gerardi Location
- Ocala, FL, US
Tom Gerardi Work
- LPL Financial Planner, LPL Registered Representative @ (December 2019 - Present)
- Financial Advisor @ (September 2012 - March 2017)
- Investment Counselor @ (March 2011 - September 2012)
- Financial Advisor @ (October 2007 - March 2011)
- Financial Specialist @ (September 2005 - September 2007)
- Associate Agent @ (May 2003 - September 2005)
- Staffing Speacialist @ (December 2001 - December 2003)
Tom Gerardi Education
- University of Florida - Warrington College of Business
B.S. Finance (Finance)
2001-2003 - Forest High 1996-1999
- Central Florida Community College
A.A. Business (Finance)
Tom Gerardi Skills
- Estate Planning
- Technical Recruiting
- Recruiting
- Securities
- Financial Services
- Financial Advisory
- Liability
- Insurance
- Series 63
Tom Gerardi Summary
- Tom Gerardi, based in Ocala, FL, US, is currently a LPL Financial Planner, LPL Registered Representative at Synergy Wealth Alliance. Tom Gerardi brings experience from previous roles at SunTrust Investment Services, Inc., BB&T, Edward Jones and Wachovia Bank. Tom Gerardi holds a 2001 - 2003 B.S. Finance in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Estate Planning, Technical Recruiting, Recruiting, Securities, Financial Services and more. Tom Gerardi has 3 emails and 1 mobile phone numbers on RocketReach.
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