Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri D. Barrientos is a financial advisor who has been in the industry for over 18 years. Jeri is currently registered with Osaic Wealth, Inc. and is licensed in several states, including Florida, Oklahoma, Pennsylvania, and Texas. Jeri has extensive experience providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Jeri also provides investment advisory services to charitable organizations. In addition to her work as a financial advisor, Jeri is also involved in several other business ventures and community organizations.
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.
A percentage of the total value of assets under management is charged.
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2
OK
01/19/2024 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
04/03/2012 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TULSA OK)
OK
03/14/2011 - 04/05/2012
PROSPERA FINANCIAL SERVICES, INC. (TULSA OK)
OK
09/27/2005 - 03/15/2011
EDWARD JONES (TULSA OK)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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