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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jera? Claim Your ProfileJera Dae Cain is a financial advisor with Morgan Stanley in Scottsdale, Arizona. Jera has been in the industry since 2003 and has a broad range of experience, including working with individuals, businesses, and institutions. Jera is a registered representative with FINRA and is also licensed to sell insurance. Jera holds the Series 66, 7, 9, 10, and 24 licenses. Jera has previously worked for ARQUE CAPITAL, LTD. and FOX & COMPANY INVESTMENTS INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
10/09/2013 - Present
Morgan Stanley (Scottsdale AZ)
AZ
09/22/2008 - 08/29/2013
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
AZ
03/25/2003 - 09/15/2008
FOX & COMPANY INVESTMENTS INC. (PHOENIX AZ)
BOTH
Issued 03/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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