Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Jerome Medders has been in the financial services industry since 1999. Jerry is currently a Registered Representative with LPL Financial LLC. Prior to joining LPL Financial LLC, Jerry was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Jerry is a Series 24, Series 27, Series 4, Series 53, Series 6, Series 7, Series 52TO, Series 99TO and SIE licensed professional. Jerry is registered to provide securities-related services in North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
06/01/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/12/2014 - 04/01/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/30/2007 - 08/15/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
06/01/2005 - 05/08/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
01/04/2005 - 06/01/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
MO
11/01/2000 - 04/24/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
AL
03/20/2000 - 10/09/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
06/23/1999 - 03/06/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
04/03/1997 - 06/22/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
06/21/1996 - 04/04/1997
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
11/14/1994 - 06/19/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
10/21/1994 - 11/14/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 07/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/29/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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