Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry King is a financial advisor with Morgan Stanley. Jerry has been a registered representative for over 8 years. Jerry has a wide range of experience in the financial services industry, including previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and E*TRADE Securities LLC. Jerry is licensed in 53 states and has several certifications, including the Series 7, Series 6, and Series 66 exams.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
07/07/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
10/05/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
07/18/2017 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
03/23/2015 - 06/29/2017
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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