Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrett? Claim Your ProfileJerrett T. Weltens is a financial advisor at LPL Financial LLC. Jerrett has been in the financial services industry since 2003. Jerrett holds FINRA Series 7, 63 and SIE licenses as well as the Uniform Investment Adviser Law Examination (Series 65). Jerrett is registered to provide investment advice in 51 states and Washington, D.C. Jerrett's previous employers include People's Securities, Inc. and BBVA Compass Investment Solutions, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CT
03/20/2024 - Present
LPL Financial LLC (BRIDGEPORT CT)
CT
11/20/2013 - 08/17/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
TX
02/25/2010 - 08/08/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TEMPLE TX)
TX
02/03/2003 - 12/24/2009
GUARANTY BROKERAGE SERVICES, INC. (KILLEEN TX)
AL
06/19/2001 - 06/13/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
TX
01/17/2001 - 06/18/2001
FIRST AVANTUS SECURITIES, INC. (AUSTIN TX)
IA
Issued 02/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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