Gerald R. Adams
Professional summary
Gerald Raymond Adams, who also goes by Jerry Adams, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Gerald is registered as a RR (Registered Representative) and started their career in finance in 1991. Gerald has worked at 6 firms and has passed the Series 63, Series 6TO, SIE, Series 6, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gerald Raymond Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901October 17, 2008 - November 13, 2020
PACIFIC SELECT DISTRIBUTORS, LLC
November 13, 2001 - December 17, 2002
HORNOR, TOWNSEND & KENT, LLC
January 13, 1998 - March 6, 2001
DONAHUE SECURITIES, INC.
March 13, 1995 - January 9, 1998
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 6, 1991 - April 13, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 3/1/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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