Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrod? Claim Your ProfileJerrod Lydell Foresman is a financial advisor with over 30 years of experience in the industry. Jerrod is currently registered with Osaic Institutions, Inc. in Kansas and Missouri. He is also a registered principal. Jerrod has a broad background in financial services, including experience with Bankers & Investors Co., Inc. and Cambridge Investment Research, Inc. Jerrod has expertise in portfolio management for individuals and financial planning. He also offers educational seminars and selection of other advisors services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
KS
01/09/2018 - Present
Osaic Institutions, Inc. (Kansas City KS)
MO
02/22/2007 - 02/21/2018
BANKERS & INVESTORS CO. (GLADSTONE MO)
KS
02/01/2017 - 12/31/2017
INVEST FINANCIAL CORPORATION (ATCHISON KS)
MO
01/21/2005 - 02/12/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD MO)
NE
11/09/2004 - 01/07/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
12/03/2001 - 11/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IA
02/15/1995 - 12/06/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
10/13/1993 - 02/27/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
MN
02/26/1993 - 10/13/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
12/10/1992 - 03/24/1993
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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