Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Kiefer is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since 1992. Jerry holds Series 63 and 65 licenses. Jerry is registered in the states of Oklahoma, Arkansas, Colorado, Florida, Kansas, Michigan, Missouri, Montana, Ohio, and Texas, and his firm also operates in New York.
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.
A percentage of the total value of assets under management is charged.
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2
OK
08/30/2011 - Present
Equitable Advisors, LLC (EDMOND OK)
OK
06/13/2003 - 06/05/2006
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
TX
11/27/2000 - 06/16/2003
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
06/27/1996 - 11/27/2000
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NA
04/24/1995 - 06/27/1996
MARKET STREET SECURITIES, INC.
MN
11/04/1992 - 04/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1992 - 04/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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