Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry L Hulick is a financial advisor with over 47 years of experience in the financial industry. Jerry is currently registered with MML Investors Services, LLC and has been with the firm since March 1996. Jerry is also registered in Maryland as an Investment Advisor Representative. Prior to joining MML Investors Services, LLC, Jerry worked for G.R. Phelps & Co., Inc. from April 1976 to March 1996. Jerry holds multiple securities licenses, including Series 63, 65, 7, 22TO, 24, and SIE. Jerry offers a variety of financial services, including financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting.
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 programs
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.
Solicitors fees
1
2
VA
10/17/2017 - Present
MML Investors Services, LLC (Spotsylvania VA)
NA
04/13/1976 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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