Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Anthony Tizzano is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jerry has been working in the industry since January 7, 2000, and has held various positions within the firm. Jerry is a licensed investment advisor representative in New Jersey and is currently active in the securities industry. Jerry has obtained several professional designations and licenses including Series 7, Series 10, Series 99TO, and Series 63 and 65 licenses. Jerry is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Securities Dealers (NASD). Jerry specializes in various areas, including retirement planning, investment management, and financial planning. Jerry’s current affiliation with Wells Fargo Clearing Services, LLC is part of a long career of working with various financial institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
12/08/2008 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
RI
06/21/1999 - 10/13/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 01/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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