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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry jr? Claim Your ProfileJerry Jr Franklin is a financial advisor who has been in the industry since August 1993. Jerry Jr Franklin is currently registered with Morgan Stanley in Texas and Colorado as a registered representative (RR) and investment advisor representative (IAR). Previously, Jerry Jr Franklin was registered with CITIGROUP GLOBAL MARKETS INC. from August 1993 to June 2009. Jerry Jr Franklin holds the Series 3, 7, and 63 licenses as well as the Series 65 and SIE licenses. Jerry Jr Franklin has a proven track record of success in the financial services industry, and is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (The Woodlands TX)
TX
08/13/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (THE WOODLANDS TX)
IA
Issued 08/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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