Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jermaine? Claim Your ProfileJermaine Levon Williams is a financial advisor with over 10 years of experience in the industry. Jermaine is currently registered with LPL Financial LLC in Ocala, Florida. Jermaine has previously worked for CUNA Brokerage Services, Inc., AssetMark Brokerage, LLC, Vanguard Marketing Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jermaine holds Series 7, 63, and 65 licenses. Jermaine has expertise in various financial planning services, including portfolio management for individuals and businesses, and pension consulting.
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
FL
06/14/2024 - Present
LPL Financial LLC (OCALA FL)
IA
07/05/2023 - 05/22/2024
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
02/07/2019 - 01/17/2023
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
03/14/2017 - 09/28/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
FL
03/24/2015 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
08/01/2014 - 09/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 04/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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