Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Jerome Dockter is a financial advisor with over 40 years of experience in the industry. Jerrold is currently registered with Osaic Wealth, Inc. in Bismarck, ND and has been active in the industry since 1982. Jerrold has held several positions at other firms, including Sagepoint Financial, Inc., Sunamerica Securities, Inc., Anchor National Financial Services, Inc., Ironwood Securities, Inc., Integrated Resources Equity Corporation, Farwest Securities Corporation and E. F. Hutton & Company Inc. Jerrold is a Series 6, 7, 24, 63, and 66 licensed professional.
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
ND
09/01/2023 - Present
Osaic Wealth, Inc. (BISMARCK ND)
ND
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BISMARCK ND)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/30/1987 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/08/1986 - 09/30/1987
IRONWOOD SECURITIES, INC.
NA
04/05/1983 - 01/15/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/27/1986 - 11/28/1986
FARWEST SECURITIES CORPORATION
NA
02/04/1982 - 04/18/1983
E. F. HUTTON & COMPANY INC
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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