Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Bradford Grimes is a financial advisor with over 20 years of experience in the industry. Jerry is registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 63, and Series 65 license. Jerry has experience providing financial advice to individuals, families, and businesses. In addition to his work as a financial advisor, Jerry is a licensed independent insurance agent and also a board member of the Piedmont Handgunners Association, Inc. Jerry has expertise in helping clients with their investment needs, retirement planning, and insurance needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
10/13/2017 - Present
Cambridge Investment Research Advisors, Inc. (Lexington NC)
NC
06/25/2010 - 06/30/2014
THE INVESTMENT CENTER, INC. (LEXINGTON NC)
NC
01/26/2006 - 06/25/2010
NEXT FINANCIAL GROUP, INC. (LEXINGTON NC)
NC
01/18/2002 - 02/07/2006
SUMMIT BROKERAGE SERVICES, INC. (LEXINGTON NC)
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jerry Grimes is the right advisor for you? Invested Better is here to help.
