Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Cline is a financial advisor with over 30 years of experience in the financial industry. Jerry is registered to provide financial advice and investment services to individuals, families, and businesses in many states. Jerry currently works with Osaic Wealth, Inc. where Jerry offers a variety of financial services including financial planning, portfolio management, and pension consulting. Jerry has held previous positions at Sterne Agee Financial Services, Inc., WRP Investments, Inc., Sigma Financial Corporation, Wunderlich Securities, Inc., Capital Securities of America, Inc., Clearing Services of America, Inc., Main Street Management Company, Advest, Inc., Mariner Financial Services, Inc., Walnut Street Securities, Inc., Sun Investment Services Company, and Anchor National Financial Services, Inc.
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.
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
SC
02/25/2016 - Present
Osaic Wealth, Inc. (SALEM SC)
SC
09/12/2014 - 12/31/2015
STERNE AGEE FINANCIAL SERVICES, INC. (SEABROOK ISLAND SC)
SC
03/06/2012 - 09/12/2014
WRP INVESTMENTS, INC. (SEABROOK ISLAND SC)
OH
11/07/2009 - 03/06/2012
SIGMA FINANCIAL CORPORATION (HARTVILLE OH)
OH
03/01/2007 - 09/18/2009
WUNDERLICH SECURITIES, INC. (HARTVILLE OH)
OK
07/06/1994 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (BROKEN ARROW OK)
MO
04/30/1991 - 06/22/1994
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
MA
10/05/1990 - 05/07/1991
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
04/13/1988 - 10/18/1990
ADVEST, INC. (HARTFORD CT)
NA
02/29/1988 - 04/23/1988
MAIN STREET MANAGEMENT COMPANY
NA
12/22/1986 - 03/18/1988
MARINER FINANCIAL SERVICES, INC.
NA
09/18/1986 - 01/12/1987
WALNUT STREET SECURITIES, INC.
NA
05/08/1986 - 10/07/1986
SUN INVESTMENT SERVICES COMPANY
NA
11/05/1985 - 05/02/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/15/1985 - 11/05/1985
PRUCO SECURITIES CORPORATION
BC
Issued 10/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/31/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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