Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerfenson? Claim Your ProfileJerfenson Cerdamejia is a financial professional with a strong background in the financial services industry. Jerfenson holds licenses in both the broker-dealer and investment adviser capacities. Jerfenson is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and as an Investment Adviser Representative in New York and Texas. Jerfenson has previously been employed at TD Ameritrade, Inc. and has experience in the financial services industry dating back to 2012.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/23/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MO
01/21/2021 - 11/18/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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