Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry Ernie Powery is a financial advisor with over 30 years of experience in the industry. Gerry has a Series 7 and Series 63 license and is registered with the state of Florida as an Investment Advisor Representative. Gerry currently works with Wells Fargo Clearing Services, LLC in WINTER PARK, FL. Gerry's previous experience includes working with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Insurance Company of America. Gerry specializes in portfolio management for individuals and businesses, and also provides financial planning and investment consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/11/2009 - Present
Wells Fargo Clearing Services, LLC (WINTER PARK FL)
FL
07/24/1997 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
CA
08/12/1996 - 06/26/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MA
01/01/1993 - 04/28/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NJ
03/14/1991 - 09/25/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/14/1991 - 09/25/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MO
02/13/1990 - 03/22/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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