Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lynch is a financial advisor with Purshe Kaplan Sterling Investments, a firm with its main office in Clinton Twp, MI. Jerry has been a registered financial advisor since 2003 and has held positions with several firms, including Michigan Securities, Inc. and Sigma Financial Corporation. Jerry holds Series 6 and Series 63 licenses and is registered in Florida and Michigan. Jerry specializes in providing investment advice and financial planning services.
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.
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.
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MI
06/15/2020 - Present
Purshe Kaplan Sterling Investments (Clinton Twp MI)
MI
08/12/2014 - 07/15/2020
MICHIGAN SECURITIES, INC. (Clinton Twp. MI)
MI
07/20/2007 - 07/30/2014
SIGMA FINANCIAL CORPORATION (CLINTON TOWNSHIP MI)
MI
12/01/2006 - 07/24/2007
QUESTAR CAPITAL CORPORATION (CLINTON TOWNSHIP MI)
MI
02/26/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (CLINTON TOWNSHIP MI)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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