Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lynn Dunivan is an investment advisor representative at Charles Schwab & Co., Inc. with over 17 years of experience in the financial services industry. Jerry has held prior positions at TD Ameritrade, Inc., Fifth Third Securities, Inc., PNC Investments, U.S. Bancorp Investments, Inc., NatCity Investments, Inc., Banc of America Investment Services, Inc., and Citigroup Global Markets Inc. Jerry is registered with the state of Missouri as an investment advisor representative and is also registered in several other states including Texas, California, Illinois, and Florida. Jerry holds the Series 7, Series 63 and Series 66 licenses, and the SIE exam. Jerry specializes in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MO
02/05/2021 - Present
Charles Schwab & CO., Inc. (Clayton MO)
MO
02/25/2015 - 02/15/2017
TD AMERITRADE, INC. (CHESTERFIELD MO)
MO
07/09/2014 - 03/06/2015
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
MO
01/29/2013 - 06/23/2014
PNC INVESTMENTS (CHESTERFIELD MO)
MO
10/08/2010 - 01/02/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT CHARLES MO)
MO
11/13/2009 - 10/12/2010
PNC INVESTMENTS (WASHINGTON MO)
MO
03/06/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (WASHINGTON MO)
MO
11/09/2007 - 02/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MO
09/19/2006 - 11/26/2007
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
BOTH
Issued 11/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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