Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Bien is a Registered Representative and Investment Advisor Representative with Packerland Brokerage Services, Inc. in Irvine, CA. Jerry has been in the industry since 2008 and has experience with a variety of financial services, including life insurance, fixed annuities, and real estate investments. Jerry has been registered with Packerland Brokerage Services, Inc. since 2018 and has previously worked at Foresters Equity Services, Inc. and New England Securities.
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.
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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CA
10/10/2018 - Present
Packerland Brokerage Services, Inc. (Irvine CA)
CA
01/07/2014 - 10/10/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
03/07/2012 - 12/16/2013
NEW ENGLAND SECURITIES (IRVINE CA)
CA
09/23/2008 - 03/06/2012
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 07/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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