Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lloyd Knowles is a financial advisor registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jerry holds Series 7, 79, 82 and 63 licenses and has been in the financial industry since March 2020. Jerry is currently employed by Cantor Fitzgerald & Co. and has previously worked at Weild & Co. Jerry is registered in New York and Texas.
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.
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.
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2
NY
02/09/2021 - Present
Cantor Fitzgerald & Co. (NEW YORK NY)
CO
03/04/2020 - 01/26/2021
WEILD & CO. (BOULDER CO)
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/04/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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