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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Duane Holdsworth is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jerry has been in the financial services industry since July 7, 1999 and holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Jerry has been registered with Wells Fargo Advisors Financial Network, LLC since May 2009. Jerry previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jerry is registered in 24 states including Nebraska, Texas, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Iowa, Kansas, Kentucky, Michigan, Missouri, Montana, New Mexico, New York, South Dakota, Virgin Islands, Virginia, Washington and Wyoming. Jerry Duane Holdsworth provides investment advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Jerry Duane Holdsworth's investment strategies include a focus on fixed income, equities, mutual funds, and exchange-traded funds.
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.
Investment consulting services to institutional clients
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.
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2
NE
05/26/2010 - Present
Wells Fargo Advisors Financial Network, LLC (LINCOLN NE)
NE
07/08/1999 - 04/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN NE)
BOTH
Issued 08/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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