Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Franklin is a financial professional with over 40 years of experience in the industry. Jerry is registered with Centaurus Financial, Inc. and has a history of working with high-net-worth individuals and businesses. Jerry has a deep understanding of the financial markets and provides clients with a variety of services including financial planning, investment management, and portfolio management. Jerry is committed to providing clients with the personalized attention and guidance they need to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
03/03/1998 - Present
Centaurus Financial, Inc. (HEMET CA)
CA
05/05/1981 - 03/06/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
09/19/1977 - 01/31/1980
UNIVERSITY SECURITIES CORPORATION
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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