Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Leland Talley is a financial advisor at Next Financial Group, Inc. with 25 years of experience in the financial industry. Jerry has a series 6, 7, 63, and 65 licenses as well as SIE certification. Jerry is registered in Virginia and Texas and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Jerry is also a registered representative with Next Financial Group, Inc. in Chesterfield, Virginia.
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.
Seminar/workshop attendance fees
1
2
VA
08/16/2006 - Present
Next Financial Group, Inc. (CHESTERFIELD VA)
VA
02/18/1997 - 07/31/2006
CENTAURUS FINANCIAL, INC. (PETERSBURG VA)
IA
Issued 07/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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