Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Carpenter is a financial advisor currently registered with Ameritas Advisory Services, LLC. Jerry is based in Charlotte, NC. Jerry has been in the industry since 1987 and holds a Series 6, 7, 63, 65 and SIE. Before joining Ameritas Advisory Services, LLC Jerry was registered with MetLife Securities Inc., Hornor, Townsend & Kent, Inc., Financial Network Investment Corporation and Forth Financial Securities, Corporation. Jerry provides financial planning, pension consulting, educational seminars, selection of other advisers, 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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (CHARLOTTE NC)
NC
07/06/2011 - 11/19/2013
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
02/22/2001 - 07/22/2011
HORNOR, TOWNSEND & KENT, INC. (CHARLOTTE NC)
CA
01/25/1993 - 02/15/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
VA
06/22/1987 - 01/05/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 05/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerry Carpenter is the right advisor for you? Invested Better is here to help.
