Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Marcos Budd is a financial advisor with Fidelity Brokerage Services LLC. Jerry has been in the financial services industry since 2017. Jerry is licensed to sell securities in 53 states and the District of Columbia. Jerry is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). Prior to joining Fidelity Brokerage Services LLC, Jerry was employed with MORGAN STANLEY. Jerry holds the Series 7, Series 9, Series 10, Series 63 and SIE licenses.
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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UT
08/07/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
08/16/2017 - 06/23/2020
MORGAN STANLEY (SOUTH JORDAN UT)
BC
Issued 10/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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