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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 Eilert Rendic is an investment advisor representative with Parallel Advisors, LLC, located in San Francisco, California. Jerry has been in the industry since 2003. Jerry holds the Series 6, 7, 9, 10, 63 and 65 licenses. Jerry specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
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2
CA
10/25/2013 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
NJ
12/08/2004 - 06/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
WI
07/03/2003 - 12/10/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NA
11/10/1992 - 06/27/1994
TITUS AND DONNELLY, INC.
NA
07/06/1992 - 09/08/1992
F.N. WOLF & CO., INC.
BC
Issued 06/30/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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