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 Perfect is a financial advisor with over 30 years of experience in the industry. Jerry has been registered with Commonwealth Financial Network since November 2006, and prior to that, was with MML Investors Services, Inc., and Linsco/Private Ledger Corp. Jerry is also a Registered Principal and has held a variety of licenses and designations over their career. Jerry has held positions of responsibility, including president and sole owner of Gateway Wealth Management, Inc. and provides various financial services including financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
11/10/2006 - Present
Commonwealth Financial Network (OVERLAND PARK KS)
KS
05/15/1998 - 11/14/2006
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
NA
04/21/1998 - 05/13/1998
MML INVESTORS SERVICES, INC.
SC
01/31/1996 - 04/21/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
11/25/1987 - 03/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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