Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry curtis? Claim Your ProfileJerry curtis Holton is a financial advisor with Truist Advisory Services, Inc. based in Atlanta, GA. Jerry curtis Holton has been in the industry since 1997 and has experience in both investment advisory and brokerage services. Jerry curtis Holton holds Series 7 and Series 63 licenses. Jerry curtis Holton provides financial planning, portfolio management for individuals and businesses, and other advisory services to clients. Jerry curtis Holton was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC. Jerry curtis Holton is also a member of Holton Family LLC which owns a home and private equity. Jerry curtis Holton is registered to provide services in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
03/08/2018 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/23/2009 - 12/04/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
07/11/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DUNWOODY GA)
NY
11/25/1997 - 07/18/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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