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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Brock Klich is a financial advisor registered with Ameriprise Financial Services, LLC. Jerry has been in the industry since June 11, 1992 and is currently registered in 16 states. Jerry has also been registered as an Investment Advisor Representative in Texas since October 3, 2006. Jerry is active in both broker-dealer and investment advisor capacities. Jerry has earned both Series 63 and 65 licenses, and has also earned Series 7 and 24 licenses. Jerry is a part of the Ameriprise Financial Services, LLC team in Richmond, Virginia.
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.
Asset allocation services
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
VA
07/14/1992 - Present
Ameriprise Financial Services, LLC (RICHMOND VA)
MN
06/12/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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