Unclaimed
Jerod Luke Bland is a financial advisor with Prosperity Capital Advisors. Jerod is a licensed insurance agent and offers fixed insurance products including life insurance, annuities, disability insurance, long term care insurance and Medicare supplements. Jerod spends approximately 10 hours per week during trading hours on this activity. Jerod also works with the local chapter of the American Financial Education Alliance (AFEA) and conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. Jerod has been in the financial services industry since 2007 and holds Series 7, Series 66 and SIE licenses. Jerod's previous employers include Wells Fargo Clearing Services, LLC, Center Street Securities, Inc., GWN Securities Inc. and Edward Jones. Jerod has been with Prosperity Capital Advisors since September 2021. Jerod provides financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
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.
1
2
OH
09/13/2021 - Present
Prosperity Capital Advisors (WESTLAKE OH)
MO
08/02/2019 - 09/01/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/29/2014 - 01/04/2016
CENTER STREET SECURITIES, INC. (St. Peters MO)
MO
02/21/2013 - 11/08/2013
GWN SECURITIES INC. (ST. PETERS MO)
MO
11/19/2008 - 10/23/2012
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
01/04/2007 - 09/05/2008
EDWARD JONES (ST PETERS MO)
BOTH
Issued 04/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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