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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Seebol is a financial advisor with over 30 years of experience in the industry. Jerald is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, Jerald held positions at Citigroup Global Markets Inc., Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kidder, Peabody & Co. Incorporated. Jerald holds both Series 7 and Series 63 licenses, and is also a Series 65 Registered Investment Advisor. Jerald provides a variety of financial services to individuals, families, businesses and institutions, including investment management, financial planning, retirement planning, and estate planning. Jerald's specializations include asset allocation advice, portfolio management, and pension consulting. Jerald has a strong track record of success in helping 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.
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
FL
04/08/2020 - Present
Morgan Stanley (Jacksonville FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
NY
10/31/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/30/1989 - 11/13/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/21/1989 - 11/01/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 07/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
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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