Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Leon Inman is a financial professional with over 25 years of experience in the financial services industry. Currently, Jerry Leon Inman is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. where Jerry Leon Inman is registered in NC and TX. Previously, Jerry Leon Inman was employed at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., JEFFERIES & COMPANY, INC., and OLDE DISCOUNT CORPORATION. Jerry Leon Inman offers a range of financial services including portfolio management for individuals and businesses, and pension consulting. Jerry Leon Inman holds Series 7, Series 63, Series 55, Series 99TO, Series 57TO, and SIE licenses. Jerry Leon Inman is also a board member of the Coach Ron Axselle Scholarship.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
SC
06/29/2007 - 05/22/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
04/08/2005 - 05/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
09/23/1997 - 04/22/2003
JEFFERIES & COMPANY, INC. (NEW YORK NY)
MI
06/03/1994 - 09/27/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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