Gerard Simonelli

Current Employers

Employment History

• 08/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Jericho, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Jericho, NY

Previous Registrations

• 2011-02-11 → 2013-09-04
  American Investment Planners Llc
  Boca Raton, FL
• 2011-01-11 → 2013-08-06
  Cadaret, Grant & Co., Inc.
  Jericho, NY
  Syracuse, NY
  Jericho, NY
  Jericho, NY

Other Businesses

Real Estate Ownership; Single Family; 7290 KINGHURST DRIVE, #807, DELRAY, FL, 33446; Not Investment-Related; 12/01/2023. Independent Insurance Brokering; MET Life; 01/05/1986; Term Life. Business Ownership; Simon & Elli LLC; Running all aspects of the business.; Business management.; 390 N. Broadway Suite 240, , Jericho, NY, 11753; Investment-Related; 12/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Simon & Elli LLC; President - Manage the financial aspects of our Ameriprise team practice; ; 390 N. Broadway Suite 240, , Jerico, NY, 11753; Investment-Related; 12/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Flagship Advisors/Mark Grossmann; Managing Partner - Branding of practiceLead and develop staffManage Social MediaPractice acquisition strategiesManage office/vendors/suppliesStay current with industry trendsDevelop and monitor business planAdoption of new Ameriprise initiatives; ; 390 N. Broadway Suite 140 Jericho, NY 11753, ,; Not Investment-Related; 05/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Rent; Rental income; 33 crooked hill road, , huntington, NY, 11743; Not Investment-Related; 03/02/2015; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-05

Designations