Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Khamnivong is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jerry is also registered with the state of Texas as an Investment Advisor Representative. Jerry has 11 years of experience in the securities industry and is licensed to provide investment advice in several states. Jerry can provide investment advice to individuals, businesses, investment companies, and charitable organizations. Jerry is also a Registered Representative with FINRA, a self-regulatory organization for the securities industry.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
08/02/2024 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
09/14/2016 - 08/03/2024
J.P. MORGAN SECURITIES LLC (SUNNYVALE CA)
CA
07/22/2013 - 09/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALAMEDA CA)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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