Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Horton is a financial professional with over 20 years of experience in the financial services industry. Jerry Horton is currently registered with MML Investors Services, LLC, where Jerry Horton is a Registered Representative and Investment Advisor Representative. Jerry Horton has previously held positions with other firms such as MSI Financial Services, Inc., New England Securities, and Ameritas Investment Corp. Jerry Horton holds licenses in multiple states including Texas, California, New Mexico, Oklahoma and Virginia. Jerry Horton offers a range of financial services including financial planning, portfolio management, and asset allocation programs. Jerry Horton has experience working with individuals, businesses, charitable organizations, pension plans, and insurance companies.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
04/03/2018 - Present
MML Investors Services, LLC (Dallas TX)
TX
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/29/2007 - 01/02/2015
NEW ENGLAND SECURITIES (DALLAS TX)
TX
05/30/2007 - 11/14/2007
MML INVESTORS SERVICES, INC. (MESQUITE TX)
CA
08/10/2005 - 05/23/2007
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NE
04/02/2004 - 08/22/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
01/01/2004 - 04/30/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
03/12/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
KS
05/25/2001 - 03/14/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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