Unclaimed
Jerry Keith Fuller is a financial advisor with Ameriprise Financial Services, LLC. Jerry has been working in the financial services industry since 1999. Jerry's office is located in Kansas City, Missouri. Jerry is registered with the state of Missouri, and is also registered with the state of Texas. Jerry holds a Series 63 license, a Series 7 license and a SIE license. Jerry is also a Certified Financial Planner.
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 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.
A percentage of the total value of assets under management is charged.
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2
MO
01/06/2010 - Present
Ameriprise Financial Services, LLC (Kansas City MO)
MO
08/14/2009 - 09/06/2011
SECURITIES AMERICA, INC. (KANSAS CITY MO)
MO
01/01/2008 - 07/01/2009
WELLS FARGO ADVISORS, LLC (LIBERTY MO)
MO
03/10/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIBERTY MO)
MO
10/13/1999 - 03/14/2005
EDWARD JONES (ST. LOUIS MO)
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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