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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerlynne? Claim Your ProfileJerlynne Lott Davis is a financial professional with over 30 years of experience in the financial services industry. Jerlynne is a Registered Representative with Oneamerica Securities, Inc. and is licensed to provide financial advice in Arizona and Colorado. Jerlynne is a Chartered Financial Consultant, and has a strong background in providing financial planning services, including retirement planning, college savings, and estate planning. Jerlynne is also experienced in portfolio management for individuals and businesses. Jerlynne's commitment to providing personalized and comprehensive financial guidance makes her a valuable resource for individuals and families seeking to achieve their financial goals.
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.
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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2
AZ
06/19/2017 - Present
Oneamerica Securities, Inc. (TUCSON AZ)
AZ
12/07/2012 - 01/05/2016
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
01/04/2000 - 11/30/2012
MULTI-FINANCIAL SECURITIES CORPORATION (TUCSON AZ)
AZ
10/01/1997 - 12/31/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
11/10/1988 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 11/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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