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 has been in the financial services industry since 1997. Jerry holds Series 63, 65, and 7 licenses as well as the SIE. Prior to joining Truist Advisory Services, Inc., Jerry was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., and Citigroup Global Markets Inc. Jerry is registered to provide investment advisory services in several states including Georgia, Louisiana, Texas, and others. Jerry provides financial planning, portfolio management for individuals and businesses, and publication of periodicals as well as financial profiling services using desktop software.
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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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 12/5/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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