Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Thompson is a financial advisor with over 28 years of experience in the financial services industry. Jerry is a registered representative of LPL Financial LLC and an investment advisor representative. Jerry has been with LPL Financial LLC since March 2008 and has held previous positions with Financial Resources Group Investment Services, LLC, LPL Financial Corporation, IFMG Securities, Inc., and Financial Network Investment Corporation. Jerry is licensed in 37 states and specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Jerry is committed to helping clients achieve their financial goals.
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
SC
03/09/2010 - Present
LPL Financial LLC (FORT MILL SC)
SC
08/07/2015 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (FORT MILL SC)
MI
03/04/2008 - 12/16/2009
LPL FINANCIAL CORPORATION (FLINT MI)
MI
07/26/2004 - 03/04/2008
IFMG SECURITIES, INC. (CADILLAC MI)
CA
08/30/1999 - 08/04/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
10/07/1998 - 09/02/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
OH
09/20/1996 - 09/30/1998
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
OH
04/23/1998 - 09/29/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MN
06/22/1995 - 09/24/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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