Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dean Taylor is a financial professional with over 35 years of experience in the financial services industry. Jerry is registered with Newedge Advisors, an independent investment advisor firm, as an investment advisor representative. Jerry is also registered with LPL Financial as a registered representative. Previously, Jerry was registered with UBS Financial Services Inc., and Triad Advisors. Jerry offers investment advisory services and financial planning. He is a Series 3, 7, and 63 licensed holder, and also holds the SIE designation. Jerry holds a Bachelor of Science Degree from the University of Oklahoma.
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.
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
03/14/2020 - Present
Newedge Advisors (Tulsa OK)
OK
03/12/2020 - 12/19/2022
TRIAD ADVISORS LLC (Tulsa OK)
OK
11/20/2008 - 03/23/2020
UBS FINANCIAL SERVICES INC. (TULSA OK)
OK
07/26/1999 - 12/10/2008
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NY
03/02/1998 - 07/26/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
07/13/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
08/04/1986 - 05/10/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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