Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerod? Claim Your ProfileJerod Allen is a financial advisor at Raymond James Financial Services Advisors, Inc., registered with the state of North Carolina. Jerod has been working in the financial services industry since October 16, 2012. Prior to joining Raymond James, Jerod worked at Wells Fargo Clearing Services, LLC, and Northwestern Mutual Investment Services, LLC. Jerod is a Series 6, 7, 63, and 66 licensed financial advisor. Jerod is committed to providing clients with personalized financial advice and solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
05/31/2022 - Present
Raymond James Financial Services Advisors, Inc. (Raleigh NC)
NC
04/12/2013 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (CARY NC)
NC
12/15/2011 - 01/31/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAPEL HILL NC)
BOTH
Issued 08/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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