Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Craig Danielson is a financial advisor with over 35 years of experience. Jerry is registered with Osaic FS, Inc. and Osaic FA, Inc., and is a Registered Options Principal and General Securities Principal. Jerry has previously been affiliated with Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Jerry specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and corporations. He works with clients of all types, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Jerry's experience and expertise make him a valuable resource for clients seeking to 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.
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.
Retirement plan consulting services provided on limited basis.
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
IN
05/13/2024 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
02/26/2014 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/26/2014 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
05/01/2007 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
01/21/1988 - 05/18/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/21/1988 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
02/05/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 03/28/1990
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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