Gerard  Simonelli,  CFP<sup>&reg;</sup> - Financial Advisor

Gerard Simonelli, CFP®

APMA,CDFA, ChFC

Financial Advisor

Ameriprise Financial

390 N Broadway, Ste 240
Jericho, NY 11753
FINANCIAL ADVISOR'S WEBSITE
(516) 231-1000

General

Gerard Simonelli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Jericho, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CDFA, APMA, CFP, CKA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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