Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry A. Therrel is a financial advisor currently affiliated with Raymond James Financial Services Advisors, Inc., based in Jacksonville, Florida. Jerry holds Series 7, 9, 10, 66, and SIE licenses, and has been in the industry since 2010. Previously, Jerry has worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PNC INVESTMENTS, ESSEX NATIONAL SECURITIES, INC., and WADDELL & REED, INC.. Jerry is registered to provide investment advice in 51 states and the District of Columbia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (JACKSONVILLE FL)
FL
05/29/2013 - 12/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
03/14/2012 - 03/15/2013
PNC INVESTMENTS (ATLANTA GA)
GA
07/09/2010 - 12/13/2011
ESSEX NATIONAL SECURITIES, INC. (WOODSTOCK GA)
GA
02/11/2010 - 04/27/2010
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 04/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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