Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Agate Herzberg is a financial advisor with Advisor Resource Council LLC. Jerry has been in the financial services industry since 1970 and has a broad range of experience. Jerry is a registered representative and investment advisor representative, and holds the Series 7, Series 63 and Series 65 licenses. Jerry is also a Chartered Financial Consultant. Jerry focuses on providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Advisor Resource Council (DALLAS TX)
OK
08/23/2019 - 06/27/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Tulsa OK)
OK
10/20/1980 - 09/04/2019
AXA ADVISORS, LLC (TULSA OK)
NY
04/27/1970 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
09/25/1984 - 04/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 01/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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