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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Beyer is a financial advisor with Wells Fargo Clearing Services, LLC. Jerrold has been in the financial services industry since 1998. He holds the Series 7, Series 31, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Examination. Jerrold has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. He also has experience with pension consulting, investment consulting services to institutional clients, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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
CA
01/13/2011 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
09/02/2005 - 03/03/2010
UBS FINANCIAL SERVICES INC. (IRVINE CA)
NY
07/07/2000 - 09/27/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/15/1998 - 06/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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