Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Glaze is a financial advisor who has been in the industry for over 30 years. He has a diverse background, having previously worked at Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Currently, Jerry is a registered representative with Stephens. Jerry holds Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Jerry is registered in 51 states. Jerry's main area of focus is providing financial planning services to individuals and businesses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MS
04/10/2014 - Present
Stephens (RIDGELAND MS)
MS
01/01/2008 - 04/21/2009
WACHOVIA SECURITIES, LLC (RIDGELAND MS)
MS
01/23/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RIDGELAND MS)
MO
10/25/1989 - 02/01/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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