Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Bruce Sheby is a financial advisor registered with LPL Financial LLC. Jerry has been in the financial industry since 1987 and has been registered with LPL Financial LLC since November 2017. Jerry is a Certified Financial Planner and has been licensed to offer securities and investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Minnesota, Nevada, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Jerry has experience working with individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations.
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
CA
11/29/2017 - Present
LPL Financial LLC (LONG BEACH CA)
CA
08/14/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (LONG BEACH CA)
CA
02/11/2000 - 08/18/2009
ASSOCIATED SECURITIES CORP. (TORRANCE CA)
GA
03/02/1990 - 02/17/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/13/1990 - 03/06/1990
NILCORP SECURITIES COMPANY
NA
05/11/1987 - 02/08/1990
BOARDWALK CAPITAL CORPORATION
BC
Issued 12/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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