Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dee Sirkel is a registered investment advisor representative with Momentum Independent Network Inc. Jerry has over 40 years of experience in the financial services industry. He is a Series 63 and 65 licensed advisor and holds numerous other licenses and certifications. Jerry's previous experience includes positions with Hilltop Securities Inc., UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Paine Webber Incorporated, Rotan Mosle Inc. and Dean Witter Reynolds Inc. Jerry is passionate about helping individuals and families achieve their financial goals and provides a range of services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
06/25/2021 - Present
Momentum Independent Network Inc. (DALLAS TX)
OK
09/08/2009 - 07/07/2021
HILLTOP SECURITIES INC. (OKLAHOMA CITY OK)
OK
02/01/2008 - 09/15/2009
UBS FINANCIAL SERVICES INC. (TULSA OK)
OK
10/27/2000 - 02/08/2008
WACHOVIA SECURITIES, LLC (OKLAHOMA CITY OK)
NY
02/18/1997 - 10/27/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1991 - 02/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/20/1979 - 01/01/1991
ROTAN MOSLE INC.
NA
02/24/1978 - 03/26/1979
DEAN WITTER REYNOLDS INC.
NA
10/22/1976 - 02/24/1978
IA
Issued 10/14/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 12/23/1987
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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