Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrad? Claim Your ProfileJerrad Lee Shiets is a registered investment advisor with Edward Jones, a firm with a strong reputation for providing personalized financial advice to individuals and families. Jerrad has been in the industry since 2001, holding several registrations with different firms over the years. Jerrad is currently registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in 13 states. With a focus on providing comprehensive financial planning services, Jerrad works with clients to achieve their financial goals and aspirations.
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.
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.
See schedule d - miscellaneous
1
2
OH
07/08/2019 - Present
Edward Jones (OAK HARBOR OH)
OH
03/18/2010 - 10/09/2012
U.S. BANCORP INVESTMENTS, INC. (FREMONT OH)
OH
11/13/2009 - 03/05/2010
PNC INVESTMENTS (SWANTON OH)
OH
03/29/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (HOLLAND OH)
OH
12/01/2005 - 04/19/2006
CCO INVESTMENT SERVICES CORP. (OREGON OH)
OH
04/01/2003 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
02/14/2001 - 04/09/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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