Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lee Hallberg is a financial advisor currently registered with Citigroup Global Markets Inc. and has been working in the industry since 1983. Jerry has been associated with Citigroup Global Markets Inc. since 2007 and previously worked with LPL Financial LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, Cal Fed Investments, Glenfed Brokerage Services, Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Jerry holds a Series 63, Series 65, Series 3, Series 7 and SIE licenses. Jerry's primary office is in Hanford, CA.
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.
Asset allocation advice
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.
1
2
CA
04/07/2016 - Present
Citigroup Global Markets Inc. (Hanford CA)
CA
02/12/2016 - 04/22/2016
LPL FINANCIAL LLC (VISALIA CA)
CA
05/29/2007 - 02/25/2016
CITIGROUP GLOBAL MARKETS INC. (BAKERSFIELD CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (VISALIA CA)
CA
11/14/1998 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
04/21/1989 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NY
05/14/1988 - 04/13/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/01/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1985
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jerry Hallberg is the right advisor for you? Invested Better is here to help.
