Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hardee? Claim Your ProfileHardee David Jerrels is a financial advisor currently registered with Charles Schwab & CO., Inc. and has been in the industry since January 21, 2005. Hardee David Jerrels is also registered with the state of Arkansas as an investment advisor representative. Prior to joining Charles Schwab, Hardee David Jerrels was registered with Allstate Financial Services, LLC and Securities Management & Research, Inc. Hardee David Jerrels offers various services, including financial planning, selection of other advisors, and has a wrap fee program. Hardee David Jerrels has a Series 6, Series 7, and Series 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AR
06/14/2018 - Present
Charles Schwab & CO., Inc. (Little Rock AR)
AR
10/25/2017 - 06/07/2018
ALLSTATE FINANCIAL SERVICES, LLC (Little Rock AR)
AR
03/15/2013 - 10/25/2017
SECURITIES MANAGEMENT & RESEARCH, INC. (HOT SPRINGS AR)
AR
12/16/2004 - 08/01/2008
SECURITIES MANAGEMENT & RESEARCH, INC. (HOT SPRINGS AR)
AR
01/27/2004 - 08/11/2004
ARVEST ASSET MANAGEMENT (ROGERS AR)
WI
02/01/2000 - 02/10/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 05/16/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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