Gene T. Offredi
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gene Thomas Offredi was a registered financial professional .
Gene is a previously registered financial professional and started their career in finance in 1967. Gene had worked at 5 firms and has passed the Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 17, 2008 - February 11, 2022
FINANCIAL COACH, LLC
October 10, 2006 - June 17, 2008
SUMMIT ASSET MANAGEMENT, LLC
August 24, 1995 - June 17, 2008
SUMMIT PLANNING GROUP, LLC
July 21, 1995 - March 31, 2009
OSAIC FS, INC.
October 16, 1967 - July 18, 1995
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 1
Date: 9/16/1967
Registered Representative ExaminationCurrent Firm
FINANCIAL COACH, LLC
CRD#: 146810 / SEC#:
Contact information
Red Flags
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