Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jere? Claim Your ProfileJere Elbakri is a financial advisor with over 24 years of experience in the industry. Jere is a registered representative of Global Retirement Partners LLC and is licensed in multiple states across the US. Jere has a strong background in investment advising and retirement planning, and Jere works with a variety of clients, including individuals, families, businesses, and charitable organizations. Jere is committed to providing personalized financial advice and helping Jere's clients achieve their financial goals. Jere's expertise lies in helping clients with retirement planning, investment management, and estate planning.
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.
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.
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.
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2
UT
12/19/2017 - Present
Global Retirement Partners LLC (Salt Lake City UT)
UT
01/02/2003 - 11/21/2011
NATIONS FINANCIAL GROUP, INC. (SALT LAKE CITY UT)
NY
04/20/2001 - 01/06/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
04/30/1998 - 05/14/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 06/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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