Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jere? Claim Your ProfileJere Wagner is a financial advisor with over 40 years of experience in the industry. Jere currently works at Variable Investment Associates, Inc., a firm based in Tea, SD. Prior to that, Jere worked at AXA Advisors, LLC in Billings, MT and MONY Securities Corporation and The Mutual Life Insurance Company of New York, both in New York, NY. Jere has Series 1, 7, 24, and 63 securities licenses.
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.
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.
1
2
SD
03/16/2007 - Present
Variable Investment Associates, Inc. (TEA SD)
MT
06/01/2005 - 03/12/2007
AXA ADVISORS, LLC (BILLINGS MT)
NY
09/26/1979 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/26/1979 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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