Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Gale Duncan is a registered investment advisor representative with Stonegate Investment Group, LLC, an investment advisor firm headquartered in Birmingham, Alabama. Jerry has over 35 years of experience in the financial services industry. Jerry is a Series 7TO, Series 63 and SIE licensed. Prior to joining Stonegate, Jerry was employed at UBS Financial Services Inc. in Birmingham, Alabama.
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.
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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AL
07/09/2021 - Present
Stonegate Investment Group, LLC (BIRMINGHAM AL)
AL
09/14/2007 - 07/20/2021
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
07/31/1993 - 09/20/2007
CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/04/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
02/24/1978 - 02/23/1988
DEAN WITTER REYNOLDS INC.
NA
12/19/1974 - 02/24/1978
REYNOLDS SECURITIES, INC.
BC
Issued 08/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 12/18/1974
Series 1 - Registered Representative Examination
Active
Inactive
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