Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Candia is a financial professional with over 20 years of experience in the financial services industry. Jerry is registered with LPL Financial LLC. Jerry has held previous registrations with UBS Financial Services Inc., CitiCorp Investment Services, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and SunAmerica Securities, Inc. Jerry is licensed to provide securities and investment advisory services in California and Texas. Jerry also has a Series 6, Series 7, and Series 66 license. Jerry is committed to providing personalized financial advice to individuals and families, and to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
12/10/2009 - Present
LPL Financial LLC (MONROVIA CA)
CA
06/07/2005 - 12/10/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
05/06/2004 - 05/25/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
08/13/2001 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
05/02/2001 - 08/15/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/25/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
AZ
04/15/1999 - 02/03/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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