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JC

Jerry Allen Cicolani Jr

CRD# 2170580·Registered 1991 - 2014
Barred: Jerry Allen Cicolani JR was barred by both the FINRA and the SEC and is not permitted to conduct business in the covered capacity.

Professional Summary

Jerry Allen Cicolani JR, who also goes by Jerry Allen Jr Cicolani, was a registered financial advisor. Jerry was a previously registered financial advisor and started their career in finance 1991 - 2014. Jerry had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerry Allen Jr Cicolani

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

Past

PRIMESOLUTIONS SECURITIES, INC.Past·CRD# 46017
RIA
Cleveland, OH
February 15, 2011 - May 30, 2014
PRIMESOLUTIONS SECURITIES, INC.Past·CRD# 46017
BD
Cleveland, OH
August 23, 2010 - May 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Akron, OH
February 29, 1996 - September 10, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Akron, OH
October 8, 1991 - September 10, 2010

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Current Firm

PS
PRIMESOLUTIONS SECURITIES, INC.

PRIME SOLUTIONS SECURITIES, INC. | SETTLERS SECURITIES, INC. | PRIMESOLUTIONS SECURITIES, INC.

CRD#: 46017 / SEC#: 8-51286
BD
Terminated by SEC on 01/11/2016

Contact Information

Established

Ohio since 09/01/1998

Firm Type

Corporation

Fiscal Year End

December

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
BULL, VICTOR LAWRENCEOWNER, DIRECTOR, PRESIDENT, CEO, CROP, SROP856368
BULL, VICTOR LAWRENCECHIEF COMPLIANCE OFFICER856368
DONNELLAN, MICHAEL JAMESPRINCIPAL2052675
REINKOBER, ANNE MARIEDIRECTOR, VICE PRESIDENT4572156
VANWEY, SONJA PENNYFIN/OP2888376

Disclosures

Regulatory Event

2

Arbitration

6

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1991About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 1991About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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