Gerard J. Crean
Professional summary
Gerard James Crean JR, who also goes by Gerard James Crean, is a registered financial professional currently at DAVID LERNER ASSOCIATES, INC. located in Syosset, New York.
Gerard is registered as a RR (Registered Representative) and started their career in finance in 1991. Gerard has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gerard James Crean JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 1991 - Present
DAVID LERNER ASSOCIATES, INC.
Office #1: 477 Jericho Turnpike, Syosset, NY 11791-4510April 9, 1991 - April 25, 1991
FIRST CHOICE SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/24/2012)
(5/6/2024)
(4/28/2008)
(1/13/2012)
(3/9/2020)
(3/20/2023)
(1/29/2020)
(4/28/1992)
(3/17/2011)
(8/20/2019)
(10/4/2021)
(10/4/2021)
(10/6/2021)
(3/18/2008)
(6/1/2017)
(8/17/1993)
(2/13/2012)
(6/21/1991)
(3/5/1998)
(7/29/2011)
(6/23/2004)
(12/3/2019)
(7/9/2015)
(1/27/2023)
(3/19/2008)
(9/19/2014)
(4/5/1999)
(4/14/2020)
Exams
FINRA
Current Firm
DAVID LERNER ASSOCIATES, INC.
CRD#: 5397 / SEC#: , 8-20746
Contact information
FINRA licenses (50 States and Territories)
Disclosures
| Regulatory Event | 22 |
| Arbitration | 19 |
Red Flags
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