Unclaimed
Jerilyn Maher has been in the financial services industry since December 12, 2000. Currently, Jerilyn is registered with Avantax Investment Services, Inc. and is located in the FORT DODGE, IA office. Prior to joining Avantax, Jerilyn was associated with PROEQUITIES, INC. Jerilyn Maher is a registered representative in Iowa and Minnesota and holds a Series 63 and a Series 6 license, as well as the Securities Industry Essentials Examination.
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.
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.
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2
IA
09/30/2020 - Present
Avantax Investment Services, Inc. (FORT DODGE IA)
IA
12/12/2000 - 09/30/2020
PROEQUITIES, INC. (FORT DODGE IA)
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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