Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Malcolm Stuber is an Investment Advisor Representative with Trust Advisory Group Ltd. Jerry has been in the industry since July 26, 1978 and is currently registered in Georgia and Virginia for both Investment Advisor and Broker-Dealer activities. Jerry was previously affiliated with SOURCE CAPITAL GROUP, INC. in Westport, Connecticut; WACHOVIA SECURITIES, LLC in Savannah, Georgia; FIRST UNION CAPITAL MARKETS CORP in Charlotte, North Carolina; and PRUDENTIAL SECURITIES INCORPORATED in New York, New York. Jerry is a Series 65, Series 63, Series 10, Series 9, Series 8, Series 5, and Series 7 licensed professional. Jerry provides portfolio management services to individuals, businesses, and pension and profit-sharing plans, and offers financial planning services.
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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2
GA
03/23/2017 - Present
Trust Advisory Group Ltd. (TYBEE ISLAND GA)
CT
09/11/2006 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
GA
10/01/1999 - 09/07/2006
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
NC
09/09/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/06/1986 - 09/10/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/24/1978 - 10/10/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 10/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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