Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Liesman is a financial advisor with Frost Investment Services in SAN ANTONIO, TX. Jerald has been in the industry since February 18, 1993. He has the Series 6, 7, and 63 licenses as well as the SIE exam. Jerald has been registered with Frost Brokerage Services, Inc. and Frost Bank in San Antonio since 1993. Jerald is registered in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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