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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Pyles is an investment advisor representative with Stifel Independent Advisors, LLC. Jerry has been working in the financial services industry since 1993 and has experience with a variety of firms including Edward Jones, Investment Centers of America, Inc., and Uvest Financial Services Group, Inc.. Jerry is registered with the states of Alabama, Arkansas, Colorado, Florida, Maryland, Missouri, Texas. Jerry is also registered with the Securities Industry and Financial Markets Association (FINRA) and the Financial Industry Regulatory Authority (FINRA). Jerry has earned Series 63, 65, 7, and SIE licenses, and has been recognized for experience in the following specializations: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
MO
09/06/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
01/04/2016 - 09/07/2022
EDWARD JONES (KENNETT MO)
MO
09/01/2011 - 01/05/2016
INVESTMENT CENTERS OF AMERICA, INC. (POPLAR BLVD MO)
MO
02/06/2004 - 09/08/2011
UVEST FINANCIAL SERVICES GROUP, INC. (POPLAR BLUFF MO)
NY
08/13/1993 - 01/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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