Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Edward Slutzky is an experienced financial professional with over 30 years in the industry. Jerrold is currently registered with LPL Financial LLC and has a diverse background, having previously worked with Mutual Service Corporation, BANC of America Investment Services, Inc., UBS Financial Services Inc., and Smith Barney Inc. Jerrold specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Jerrold is also a certified financial planner, and an attorney at law, practicing in wills, trusts, and estate planning.
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.
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2
FL
09/11/2009 - Present
LPL Financial LLC (SAFETY HARBOR FL)
FL
02/20/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (LAND O LAKES FL)
FL
05/06/2005 - 02/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NJ
01/05/1996 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/14/1989 - 01/16/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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