Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeriah? Claim Your ProfileJeriah Lakesha Williams is a financial advisor with Wells Fargo Clearing Services, LLC. Jeriah is registered to provide investment advice in Missouri. Jeriah has been in the industry since 2003 and has experience working with Wells Fargo Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, Edward Jones, and Morgan Keegan & Company, Inc.. Jeriah holds Series 7, 9, 10, 63, and 66 licenses and is also a Securities Industry Essentials (SIE) exam graduate.
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.
Investment consulting services to institutional clients
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
MO
10/03/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/26/2014 - 09/10/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/06/2011 - 09/26/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
05/10/2012 - 06/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
IL
09/27/2010 - 04/20/2011
EDWARD JONES (BELLEVILLE IL)
TN
05/28/2008 - 12/31/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
07/16/2007 - 08/28/2007
EDWARD JONES (ST. LOUIS MO)
MO
02/04/2000 - 09/20/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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