Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Wicentowski is a financial advisor with Harbour Investments, Inc. Jerrold has been in the financial services industry since 1977 and has a broad range of experience. Jerrold is a Certified Financial Planner and holds multiple licenses, including Series 63 and Series 65. Jerrold is registered to provide investment advisory services in Wisconsin. Prior to joining Harbour Investments, Inc. Jerrold was employed by National Planning Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/30/2017 - Present
Harbour Investments, Inc. (BROOKFIELD WI)
WI
11/26/2008 - 11/29/2017
NATIONAL PLANNING CORPORATION (MILWAUKEE WI)
WI
10/31/2005 - 11/28/2008
AIG FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/10/1977 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/04/1978 - 02/14/1984
INA SECURITY CORPORATION
IA
Issued 09/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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