Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Joe Van Ausdle is a financial advisor with Arbor Point Advisors. Jerry is registered with the state of Idaho and Washington and holds a Series 7, Series 66 and SIE licenses. He has been working in the financial services industry since 2013. In addition to his work with Arbor Point Advisors, Jerry is also a licensed agent for CA Financial Services, where he assists clients with insurance products. Jerry has experience working with individuals, corporations, and charitable organizations.
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.
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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2
ID
11/06/2020 - Present
Arbor Point Advisors (LEWISTON ID)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
03/16/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
ID
06/14/2013 - 02/05/2016
WADDELL & REED (LEWISTON ID)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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