Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerel? Claim Your ProfileJerel Lance Brager is a financial advisor who has been in the industry since 1986. Jerel is currently registered with Janney Montgomery Scott LLC and has held previous positions with M&T Securities, Inc., Ferris, Baker Watts Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc. and Thomson McKinnon Securities Inc. Jerel is a licensed representative in several states. Jerel has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services.
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.
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.
Fee plus commission
1
2
MD
12/01/2010 - Present
Janney Montgomery Scott LLC (Hunt Valley MD)
MD
07/14/2008 - 11/19/2010
M&T SECURITIES, INC. (BALTIMORE MD)
MD
02/05/2004 - 06/24/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MO
07/01/2003 - 02/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/04/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/14/1989 - 06/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/04/1986 - 07/25/1989
THOMSON MCKINNON SECURITIES INC.
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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