Unclaimed
Jerry Meneses is a financial professional with over 8 years of experience in the financial services industry. Jerry is currently registered with Brighthouse Securities, LLC. Jerry holds several licenses and certifications, including the Series 6, Series 6TO, Series 26, and SIE exams. Jerry has held previous roles at Farmers Financial Solutions, LLC, CUSO Financial Services, L.P., and New England Securities.
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.
1
2
NC
04/09/2021 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
CA
02/12/2014 - 06/18/2018
FARMERS FINANCIAL SOLUTIONS, LLC (WOODLAND HILLS CA)
CA
09/30/2013 - 11/21/2013
CUSO FINANCIAL SERVICES, L.P. (THOUSAND OAKS CA)
CA
08/01/2011 - 09/07/2012
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
BC
Issued 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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