Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Alan Adzima has been in the securities industry since December 25, 1989. Jerry Adzima is currently registered with GWN Securities Inc. and has been with the firm since August 18, 2009. Before joining GWN Securities Inc., Jerry Adzima was employed by Lincoln Investment from January 18, 2006 to August 28, 2009, PlanMember Securities Corporation from February 4, 2005 to January 3, 2006, and PMG Securities Corporation from August 1, 2000 to December 31, 2003. Jerry Adzima holds a Series 6, Series 26, Series 63, and Series 65 license.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
MO
08/18/2009 - Present
GWN Securities Inc. (CHESTERFIELD MO)
MO
01/18/2006 - 08/28/2009
LINCOLN INVESTMENT (ST. LOUIS MO)
CA
02/04/2005 - 01/03/2006
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
FL
07/12/2004 - 02/07/2005
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IL
08/01/2000 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
IL
12/02/1998 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CT
12/24/1991 - 11/03/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
06/01/1987 - 01/18/1990
PNMR SECURITIES, INC. (BOSTON MA)
IA
Issued 05/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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