Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrell? Claim Your ProfileJerrell Wayne Leathers is an investment advisor representative with Cetera Investment Advisers LLC, registered with the state of South Carolina. Jerrell Wayne Leathers has been in the industry since April 12, 1989 and has previously been associated with National Securities Corporation, Summit Brokerage Services, Inc., Ameriprise Financial Services, Inc., Newbridge Securities Corporation, and other firms. Jerrell Wayne Leathers is currently licensed in California, Florida, and South Carolina. The advisor has a broad range of specializations, including portfolio management, financial planning, and pension consulting.
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.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
FL
03/26/2018 - 05/04/2021
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
12/08/2010 - 03/27/2018
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
10/15/2008 - 12/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
06/04/2007 - 12/31/2007
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/30/2002 - 06/06/2007
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
TX
02/06/2002 - 10/14/2002
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
05/01/2001 - 07/02/2001
JVB FINANCIAL GROUP, LLC (BOCA RATON FL)
AL
01/11/2001 - 07/02/2001
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NJ
07/25/2000 - 03/07/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
FL
03/01/2000 - 07/14/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
FL
01/30/1995 - 01/21/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
MO
01/30/1995 - 01/10/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
08/26/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
CO
01/25/1993 - 02/23/1993
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
CO
01/15/1993 - 01/25/1993
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
08/18/1992 - 09/02/1992
DEL MAR SECURITIES, INC.
NA
01/02/1987 - 04/21/1992
J. W. GANT & ASSOCIATES, INC.
NA
07/16/1984 - 01/02/1987
MICHELIN AND COMPANY, INC.
NA
03/07/1984 - 07/26/1984
THE STUART-JAMES COMPANY, INC.
IA
Issued 6/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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