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Gerald Stefanelli

Retirement should be a work in progress. Preserving your 401 (k), 403 (b), IRA, or any of the investments... | 2185 Deer Run Drive, Hummelstown, United States

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Gerald Stefanelli’s Location 2185 Deer Run Drive, Hummelstown, United States

Gerald Stefanelli’s Expertise Retirement should be a work in progress. Preserving your 401 (k), 403 (b), IRA, or any of the investments you have earmarked for retirement has been a challenge over the past decade! I have been helping companies and individuals for more than a quarter century to plan for retirement and preserve the money they have set aside for retirement. A Four Step Investment Process: Managed by IAAM’s Investment Strategy Team with over 120 years combined experience goal is to Advance ( Participate) when conditions allow and Protect (Reduce Risk) when necessary: 1. Asset Allocation Modeling: The foundation of IAAM’s portfolios is underlying asset allocation, including stocks, bonds, and alternative investments. 2. Investment Screening: IAAM’s proprietary process screens thousands of investment products to help identify the right investments for portfolio strategies. 3. Technical Analysis: IAAM’s portfolios have a tactical overlay which helps to develop investment entry & exit strategy. 4. Continuous Monitoring & Review: The Investment Strategy Team monitors the portfolios' progress & performance, being proactive in response to economic & market conditions.

Gerald Stefanelli’s Current Industry Lpl Financial

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Work Experience

Lpl Financial

Registered Representative

Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Investment Advisor Financial

Branch Manager/Registered Representative

Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Royal Alliance Associates

Registered Representative

Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Benefex Benefit Consulting

Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Athos Benefit Consulting

Principal

Mon Jul 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)

Holmes Financial Services

Vice President

Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time)

Mep

Broker

Sun Jan 01 1984 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 1985 00:00:00 GMT+0000 (Coordinated Universal Time)

Carteret Savings Bank

Vice President

Wed Jan 01 1975 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 1985 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

Gerald Stefanelli Email Addresses

gs****@ro****.com Work Email

gs****@ro****.com Personal Email

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FAQ About Gerald Stefanelli

Gerald Stefanelli is located at
2185 Deer Run Drive, Hummelstown, United States

Gerald Stefanelli is a
Retirement should be a work in progress. Preserving your 401 (k), 403 (b), IRA, or any of the investments you have earmarked for retirement has been a challenge over the past decade! I have been helping companies and individuals for more than a quarter century to plan for retirement and preserve the money they have set aside for retirement. A Four Step Investment Process: Managed by IAAM’s Investment Strategy Team with over 120 years combined experience goal is to Advance ( Participate) when conditions allow and Protect (Reduce Risk) when necessary: 1. Asset Allocation Modeling: The foundation of IAAM’s portfolios is underlying asset allocation, including stocks, bonds, and alternative investments. 2. Investment Screening: IAAM’s proprietary process screens thousands of investment products to help identify the right investments for portfolio strategies. 3. Technical Analysis: IAAM’s portfolios have a tactical overlay which helps to develop investment entry & exit strategy. 4. Continuous Monitoring & Review: The Investment Strategy Team monitors the portfolios' progress & performance, being proactive in response to economic & market conditions. Lpl Financial

Gerald Stefanelli currently works in the
Lpl Financial

Gerald Stefanelli specializes in
Retirement should be a work in progress. Preserving your 401 (k), 403 (b), IRA, or any of the investments you have earmarked for retirement has been a challenge over the past decade! I have been helping companies and individuals for more than a quarter century to plan for retirement and preserve the money they have set aside for retirement. A Four Step Investment Process: Managed by IAAM’s Investment Strategy Team with over 120 years combined experience goal is to Advance ( Participate) when conditions allow and Protect (Reduce Risk) when necessary: 1. Asset Allocation Modeling: The foundation of IAAM’s portfolios is underlying asset allocation, including stocks, bonds, and alternative investments. 2. Investment Screening: IAAM’s proprietary process screens thousands of investment products to help identify the right investments for portfolio strategies. 3. Technical Analysis: IAAM’s portfolios have a tactical overlay which helps to develop investment entry & exit strategy. 4. Continuous Monitoring & Review: The Investment Strategy Team monitors the portfolios' progress & performance, being proactive in response to economic & market conditions.

Gerald Stefanelli speaks the following languages:
No languages available.

Gerald Stefanelli has prior experience in the following industries:
Benefex Benefit Consulting , Athos Benefit Consulting , Holmes Financial Services , Mep , Carteret Savings Bank

Gerald Stefanelli has the following professional experience:
Lpl Financial , Investment Advisor Financial , Royal Alliance Associates , Benefex Benefit Consulting , Athos Benefit Consulting , Holmes Financial Services , Mep , Carteret Savings Bank .