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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 Bruce Anderson is a financial advisor with over 45 years of experience in the industry. Jerry is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jerry provides financial planning, portfolio management for individuals and businesses, and other advisory services. Prior to joining LPL Financial LLC, Jerry worked with Securities America, Inc. and National Planning Corporation. Jerry holds Series 7, Series 24, Series 63, and Series 65 licenses. Jerry also has a SIE designation. Jerry is registered in 36 states and is an active member of the financial services industry.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
05/10/2024 - Present
LPL Financial LLC (KAILUA-KONA HI)
HI
04/04/2018 - 05/09/2024
SECURITIES AMERICA, INC. (KAILUA KONA HI)
HI
11/29/2017 - 04/18/2018
LPL FINANCIAL LLC (KAILUA-KONA HI)
HI
11/25/2008 - 11/29/2017
NATIONAL PLANNING CORPORATION (KAILUA-KONA HI)
HI
10/31/2005 - 11/28/2008
AIG FINANCIAL ADVISORS, INC. (KAULUA-KONA HI)
AZ
06/20/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
06/01/1976 - 06/17/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/01/1976 - 06/17/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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