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Gerald Opalinski

WORLD CAPITAL BROKERAGE
Harrison City, PA 15636
Some features on this profile are disabled
CRD#: 1076192
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Professional summary

Gerald Opalinski, CFP®, who also goes by Jerry Opalinski, is a registered financial professional currently at WORLD CAPITAL BROKERAGE, INC. located in Harrison City, Pennsylvania.

Gerald is registered as a RR (Registered Representative) and started their career in finance in 1982. Gerald has worked at 3 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 4, Series 27, Series 28, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jerry Opalinski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gerald Opalinski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1987

Experience

Current

May 31, 2007 - Present

WORLD CAPITAL BROKERAGE, INC.

Office #1: 3465 Route 130, Harrison City, PA 15636
BD
CRD#: 37
Harrison City, PA
Past

September 19, 2006 - June 8, 2007

FERRIS, BAKER WATTS, LLC

RIA
CRD#: 285
PITTSBURGH, PA
Past

September 1, 2006 - June 8, 2007

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
PITTSBURGH, PA
Past

December 29, 1982 - September 1, 2006

ARTHURS, LESTRANGE & COMPANY INCORPORATED

BD
CRD#: 54
MCKEESPORT, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/10/2018)
RR
Florida
(5/31/2007)
RR
New York
(5/31/2007)
RR
North Carolina
(5/31/2007)
RR
Pennsylvania
(5/31/2007)
RR
Virginia
(5/31/2007)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/12/2010
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/2/2008
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 5/2/2008
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/8/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/16/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WORLD CAPITAL BROKERAGE, INC.
WORLD CAPITAL BROKERAGE, INC.
A.G.F. SPONSORS, INC. | WORLD CAPITAL BROKERAGE, INC. | AMERICAN GROWTH FUND SPONSORS, INC.

CRD#: 37 / SEC#: , 8-6805

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1636 N. Logan Street, Denver, CO 80203
Mailing Address
1636 N. Logan Street, Denver, CO 80203
Phone number
(303) 626-0631
Established
Colorado since 07/18/1958
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AGF HOLDINGS INC.OWNER
BLUM, PATRICIA ANNVICE PRESIDENT4467584
GAUGHAN, MICHAEL LAWRENCEVICE PRESIDENT, SECRETARY2915597
TAGGART, TIMOTHY EUGENECHIEF FINANCIAL OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER, SALES, MARKETING, TRAINING & DIRECTOR1075525

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORLD CAPITAL BROKERAGE, INC.

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37Harrison City, PA 15636

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