Unclaimed
Jerrad Willard is a financial advisor who has been in the industry since October 2018. Jerrad is currently registered with Alliance-ONE Investments, LLC and is located in Tulsa, Oklahoma. Jerrad holds the Series 6TO and SIE licenses. Prior to joining Alliance-ONE Investments, LLC Jerrad worked with METLIFE INVESTORS DISTRIBUTION COMPANY.
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.
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.
1
2
OK
10/31/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
OK
10/25/2018 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Tulsa OK)
BC
Issued 10/25/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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