Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Deane Hupp is a financial advisor who has been in the industry since 1986. Jerry is currently registered with Commonwealth Financial Network and has been with the firm since 2006. Jerry has held previous roles with AIG Financial Advisors, Inc., SunAmerica Securities, Inc., FirstMerit Securities, Inc., Marketing One Securities, Inc., and PFS Investments Inc.. Jerry is licensed to provide financial advice in 14 states. Jerry has a wide range of experience in the financial services industry and is committed 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.
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.
1
2
OH
07/27/2006 - Present
Commonwealth Financial Network (CANTON OH)
OH
10/31/2005 - 08/08/2006
AIG FINANCIAL ADVISORS, INC. (NORTH CANTON OH)
AZ
08/31/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OH
12/01/1995 - 09/04/2001
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OR
02/16/1994 - 12/01/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
GA
06/12/1985 - 12/31/1992
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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