Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Edward Lawless is a financial advisor at Raymond James Financial Services Advisors, Inc. Jerry has been in the financial services industry since July 8, 1990. Jerry is registered with the state of California and holds the Series 6, 7, 24 and 63 licenses and the SIE designation. Jerry has previous experience at Investment Centers of America, Inc. and ARM Securities Corporation. Jerry is a registered representative with FINRA and has a valid Series 6, 7, 24 and 63 license. Jerry has been registered with FINRA since November 3, 2017.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
11/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (Clovis CA)
CA
03/04/1996 - 11/02/2017
INVESTMENT CENTERS OF AMERICA, INC. (CLOVIS CA)
ND
07/11/1990 - 03/18/1996
ARM SECURITIES CORPORATION (MINOT ND)
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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