Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerilyn? Claim Your ProfileJerilyn Bostock is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jerilyn has been in the securities industry since 1996. Jerilyn has a Series 7, Series 63, Series 9, Series 10, Series 14, and Series 24 license and is registered with the state of California. Jerilyn has previously worked for Coordinated Capital Securities, Inc. and Merrill Lynch.
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
01/12/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
WI
03/22/1996 - 07/28/1999
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
IA
Issued 12/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2010
Series 14 - Compliance Officer Examination
BC
Issued 09/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative 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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