Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Klusener is an investment advisor representative registered with International Assets Investment Management, LLC. Jerry is a financial professional with over 28 years of experience in the industry. Jerry has passed the Series 7, Series 63, and Series 65 exams, and holds the Certified Financial Planner designation. Jerry has experience working with clients across multiple firms, including Prospera Financial Services, Inc., UMB Financial Services, Inc., BOSC, Inc., Edward D. Jones & Co., L.P., and Chatfield Dean & Co., Inc. Jerry is a well-rounded professional with broad experience and a long history of helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
05/24/2017 - Present
International Assets Investment Management, LLC (ORLANDO FL)
MO
05/31/2011 - 05/12/2017
PROSPERA FINANCIAL SERVICES, INC. (Carthage MO)
MO
05/31/2001 - 05/09/2011
UMB FINANCIAL SERVICES, INC. (JOPLIN MO)
OK
05/12/1999 - 05/29/2001
BOSC, INC. (TULSA OK)
MO
08/02/1994 - 05/14/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
CO
04/19/1993 - 07/14/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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