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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerilyn? Claim Your ProfileJerilyn Michele Blue is a financial advisor with LPL Financial LLC. Jerilyn has been in the industry since 1998 and has a wide range of experience in the financial services industry. Jerilyn is a Certified Financial Planner and holds Series 63, 65, 7, and 24 licenses. Jerilyn is also registered with the state of Texas and holds a Series 65 license there. Jerilyn has a history of working with a variety of clients, including individuals, businesses, and institutional clients. Jerilyn specializes in providing financial planning services, investment management, and retirement planning. Jerilyn is committed to providing her clients with personalized and comprehensive financial advice. Before joining LPL Financial LLC, Jerilyn worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., WM Financial Services, Inc., and Prudential Securities Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
09/11/2017 - Present
LPL Financial LLC (EL SEGUNDO CA)
CA
10/23/2009 - 12/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
09/27/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
06/04/2002 - 09/29/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
06/19/1998 - 05/22/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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