Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Haynes is a financial advisor with over 27 years of experience in the financial services industry. Jerry currently is registered as an investment advisor representative with GWN Securities Inc. Jerry has also held previous positions with Great American Advisors, Inc., PMG Securities Corporation, Washington Square Securities, Inc., and PFS Investments Inc. Jerry specializes in financial planning, market timing services, and portfolio management for individuals. Jerry is also a licensed insurance agent and owns and operates a rental property business.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
12/12/2012 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
06/29/2010 - 08/16/2011
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
VA
02/15/2005 - 11/16/2009
GREAT AMERICAN ADVISORS, INC. (DUBLIN VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
09/16/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
04/25/1996 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
GA
11/10/1994 - 04/16/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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