Registrations & Licenses:
FINRA series 6 & 63
Life, Health, Property, Casualty & Variable Insurance Licenses (multiple states)
Bachelors of Arts Economics
CLU and ChFC from The American College
With 29 years of Life Insurance and Investment Industry experience, Gerri joined Allied Wealth Partners with the knowledge that she would be providing her clients with some of the best opportunities available in today's marketplace. She knows that her clients strive to achieve their financial goals and therefore has made it her number one priority.
After obtaining her Bachelor of Arts in Economics from Binghamton University, Gerri began her career with Phoenix Life and soon realized her great desire to assist both individuals and companies with their day to day and year to year financial goals. To ensure that she kept up with the latest concepts she returned to the classroom to learn the skills required for financial professionals. In doing this she received degrees from The American College as a Chartered Life Underwriter and a Chartered Financial Consultant, CLU, ChFC.
Being a member of NAHU, National Association of Health Underwriters, and FSP, Society of Financial Service Professionals, and NAIFA, National Association of Insurance and Financial Advisers, Gerri embodies these membership's dedications to a clients' need for proper coverages.
As a Registered Representative at Allied Wealth Partners and previously at New England Financial and Phoenix Life, she has always specialized in Life, Health, Disability, Long Term Care Insurances, Retirement plans and Annuities. She counsels and makes these programs available for both individual purchase and by companies for their employees
Her love for helping others does not stop at her career. On a personal level, as a Relay for Life All Star, she supports finding a cure for cancer. In her free time she enjoys skiing, swimming and travel with her husband Mark. They currently reside in Great Neck, NY.
Gerri Shapiro is a Registered Representative with Allied Wealth Partners and Securian Financial Services, Inc. She has earned her FINRA Series 6 & 63 registrations and holds her Life, Health, Property & Casualty and Variable Insurance Licenses in multiple states.
Gerri E. Shapiro, CLU, ChFC
Allied Wealth Partners
50 Charles Lindbergh Blvd, Suite 420
Uniondale, NY 11553
Gerri E. Shapiro is a registered representative of Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #:1290308 DOFU: 9/2015