Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dale Brewster is a financial advisor with over 30 years of experience in the financial services industry. Jerry is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2017. Prior to that, Jerry was with Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jerry is licensed to provide investment advice in several states, including Florida, Texas, and many others. Jerry holds Series 7, Series 63 and Series 66 securities licenses. Jerry specializes in providing financial advice to individuals, businesses, and institutions. Jerry's services include financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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
FL
09/06/2017 - Present
Wells Fargo Clearing Services, LLC (LAND O'LAKES FL)
FL
06/01/2009 - 09/05/2017
MORGAN STANLEY (PALM HARBOR FL)
FL
06/22/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUTZ FL)
FL
01/11/2000 - 06/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
MO
08/26/1993 - 01/12/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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