Unclaimed
Jerry Allen Mattern is a financial advisor with over 20 years of experience in the industry. Jerry is currently registered with P.j. Robb Variable, LLC in Harrisburg, Pennsylvania. Jerry has held previous roles with UNDERWRITERS EQUITY CORPORATION, PRUCO SECURITIES, LLC., and ESSEX NATIONAL SECURITIES, INC. Jerry is a licensed Series 6, 7, 63, and 66. Jerry also holds the SIE designation.
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.
1
2
PA
01/23/2008 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
PA
05/19/2006 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
NJ
10/09/2003 - 10/13/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
01/29/2001 - 09/24/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerry Mattern is the right advisor for you? Invested Better is here to help.