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 Shuldberg is a financial professional with over 22 years of experience in the financial services industry. Jerry has a Series 3, 4, 7, 9, 10, and 63 license and is registered with Fidelity Brokerage Services LLC. Jerry is registered to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jerry is committed to providing his clients with the highest level of service and expertise.
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.
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.
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2
TX
09/07/2000 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
N
New York Stock Exchange
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