Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Furlong is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Jerry has over 15 years of experience in the financial services industry. Jerry is licensed to sell securities in 23 states. Jerry's areas of specialization include financial planning, retirement planning, investment management, and insurance. Jerry has worked for Raymond James Financial Services Advisors, Inc. since 2011. Jerry holds the following licenses: Series 66, Series 24, Series 7, and SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/28/2011 - Present
Raymond James Financial Services Advisors, Inc. (Ocala FL)
FL
02/04/2011 - 06/28/2011
KOVACK SECURITIES INC. (OCALA FL)
FL
10/19/2009 - 01/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (OCALA FL)
FL
06/08/2007 - 02/02/2009
EDWARD JONES (OCALA FL)
BOTH
Issued 06/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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