Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dominic Truman is a financial advisor with over 25 years of experience in the industry. Jerry has a strong background in the securities industry, having held various positions at several prominent firms including UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., SunTrust Investment Services, Inc. and LM Financial Partners, Inc.. Jerry is currently registered with RBC Capital Markets, LLC, a leading global financial services company, and has a strong track record of providing investment advice to a diverse clientele.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MD
01/23/2019 - Present
RBC Capital Markets, LLC (CHEVY CHASE MD)
DC
12/02/2011 - 02/01/2019
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
06/02/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
05/29/2009 - 07/23/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
02/26/2002 - 06/05/2009
SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)
LA
02/16/1999 - 02/27/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NA
01/29/1999 - 02/22/1999
LM FINANCIAL PARTNERS, INC.
VA
01/01/1997 - 02/02/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
08/23/1995 - 01/01/1997
CITIZENS BROKERAGE SERVICES, INC.
IA
Issued 03/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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