Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Eli David is a financial advisor with over 30 years of experience in the industry. Jerry is currently registered with Lion Street Financial, LLC. Previously, Jerry has worked with LPL Financial LLC, Securities America, Inc., and New England Securities. Jerry holds the Series 6 and Series 63 licenses.
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.
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.
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2
KS
03/18/2024 - Present
Lion Street Financial, LLC (Wichita KS)
KS
04/30/2020 - 04/02/2024
LPL FINANCIAL LLC (WICHITA KS)
KS
10/20/2014 - 04/30/2020
SECURITIES AMERICA, INC. (WICHITA KS)
KS
06/13/1989 - 10/27/2014
NEW ENGLAND SECURITIES (WICHITA KS)
BC
Issued 06/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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