Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald C. Lear is a financial advisor with over 15 years of experience in the financial services industry. Jerald is currently registered with On Investment Management Co. as an Investment Advisor Representative and a Registered Representative. He is also a Registered Representative with Hornor, Townsend & Kent, Inc. Jerald holds Series 7, 6, 63, 65 and SIE licenses. Jerald is a Series 7, 6, 63, 65 and SIE licensed financial advisor with over 15 years of experience in the financial services industry. He has experience providing financial planning, investment management services, and insurance sales to individuals, families, and businesses. Jerald is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/29/2023 - Present
ON Investment Management Co. (Carnegie PA)
PA
11/11/2008 - 12/15/2017
HORNOR, TOWNSEND & KENT, INC. (CARNEGIE PA)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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