Carol J. Gerzon
Professional summary
Carol Jean Gerzon, who also goes by Carol Jeannie Gerzon, Carol Goldschmidt, Carol Jeannie Makuch, is a registered financial professional currently at IVP CAPITAL, LLC located in Water Mill, New York.
Carol is registered as a RR (Registered Representative) and started their career in finance in 1985. Carol has worked at 2 firms and has passed the Series 63, SIE, Series 22, Series 2 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Carol Jean Gerzon's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2005 - Present
IVP CAPITAL, LLC
Office #1: 337 Noyac Path, Water Mill, NY 11976March 31, 1999 - August 9, 2000
DEVELOPMENT CORPORATION FOR ISRAEL
July 27, 1994 - February 23, 1999
DEVELOPMENT CORPORATION FOR ISRAEL
September 20, 1985 - February 6, 1990
DEVELOPMENT CORPORATION FOR ISRAEL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/18/2005)
Exams
Series 2
Date: 7/26/1994
Non-Member General Securities ExaminationFINRA
Current Firm
IVP CAPITAL, LLC
CRD#: 104197 / SEC#: , 8-52663
Contact information
FINRA licenses (5 States and Territories)
Documents
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.
