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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerod? Claim Your ProfileJerod Andersen has been in the financial services industry since 1998. Jerod is currently registered with SPC as a Registered Representative and Investment Adviser Representative. Jerod has been a registered representative of SPC since 2009 and an Investment Adviser Representative since 2009. In the past, Jerod was also registered with WALNUT STREET SECURITIES, INC. from 2000 to 2002, METLIFE SECURITIES INC. from 1998 to 2000, and METROPOLITAN LIFE INSURANCE COMPANY from 1998 to 2000. Jerod has passed the Series 6, Series 63, Series 65, and SIE exams. Jerod is also the President of ANDERSEN RETIREMENT & INSURANCE CONCEPTS INC. and the Managing Member of LEGACY FINANCIAL GROUP LLC. Jerod specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jerod serves clients of all types, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Jerod's firm, SPC, has over 30,000 clients and over $5 billion in assets under management.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
02/19/2009 - Present
SPC (ANN ARBOR MI)
CA
01/04/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
04/16/1998 - 01/24/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/16/1998 - 01/24/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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