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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerilynn? Claim Your ProfileJerilynn Holmes is a financial advisor at Valic Financial Advisors, Inc. Jerilynn Holmes is licensed to provide financial advice in Indiana. Jerilynn Holmes specializes in providing financial planning, portfolio management, and investment advisory services. Jerilynn Holmes has over 6 years of experience in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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IN
11/22/2019 - Present
Valic Financial Advisors, Inc. (CARMEL IN)
IA
Issued 11/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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