Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Howard Dorenfeld is a registered representative with R.m. Stark & Co., Inc. based in Charlotte, NC. Jerry has been in the financial industry since January 6, 1999, and has experience with a variety of firms. Jerry is registered in multiple states, including Arizona, California, Florida, Georgia, Maryland, North Carolina, Oregon, Pennsylvania, South Carolina, and Virginia. Jerry holds the Series 7, Series 31, Series 63, and Series 65 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
NC
06/28/2017 - Present
R.m. Stark & CO., Inc. (CHARLOTTE NC)
NC
08/19/2011 - 06/09/2017
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
04/01/2010 - 08/19/2011
ANDERSON & STRUDWICK, INCORPORATED (CHARLOTTE NC)
NC
10/29/2008 - 04/01/2010
RBC CAPITAL MARKETS CORPORATION (CHARLOTTE NC)
NC
04/02/2007 - 10/23/2008
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NC
12/15/1998 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLOTTE NC)
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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