Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Leo Spivey is a financial advisor at Silver Oak Securities, Inc. based in Elberton, GA. Jerry has been in the financial industry since 1985 and has held various positions at different firms, including NYLIFE Securities LLC, MML Investors Services, LLC and Eagle Strategies LLC. Jerry is a Certified Financial Planner and has a strong track record of providing financial advice to individual clients. He specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers. Jerry holds a Series 7, Series 6, Series 22 and Series 63 license and the SIE certification.
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.
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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GA
12/05/2024 - Present
Silver OAK Securities, Inc. (Elberton GA)
GA
05/13/2022 - 08/13/2024
MML INVESTORS SERVICES, LLC (ELBERTON GA)
GA
04/10/1985 - 10/29/2021
NYLIFE SECURITIES LLC (ELBERTON GA)
BC
Issued 05/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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