Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Leigh Siss is a registered investment advisor representative with Ausdal Financial Partners, Inc., located in Downers Grove, Illinois. Jeri has been in the financial industry since September 16, 2021, and currently holds Series 63, Series 65, and Series 26 licenses. Jeri has prior experience with PFS Investments Inc. and STONEX SECURITIES INC., and is also active in the community as a fitness instructor, insurance sales agent, life coach, and member of the Amherst Rotary Club.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
02/22/2024 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
OH
06/06/2023 - 02/13/2024
STONEX SECURITIES INC. (Lorain OH)
MI
09/09/2021 - 06/07/2023
PFS INVESTMENTS INC. (FARMINGTON HILLS MI)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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