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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Mitchell Positeri is an investment advisor representative with Ameriprise Financial Services, LLC. Jerry is registered with the state of California. He has been in the industry since 1986 and holds the Series 7, Series 63, and Series 65 licenses. Jerry also has experience with Comerica Securities and Key Investments Inc. Jerry specializes in providing financial planning, asset allocation services, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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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CA
08/21/2023 - Present
Ameriprise Financial Services, LLC (Santa Cruz CA)
CA
04/10/1996 - 11/06/2023
COMERICA SECURITIES (SANTA CRUZ CA)
CA
06/12/2001 - 07/31/2001
IMPERIAL SECURITIES CORPORATION (INGLEWOOD CA)
OH
02/03/1994 - 12/08/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
OR
04/06/1993 - 02/01/1994
U.S. BANCORP SECURITIES (PORTLAND OR)
VA
02/01/1991 - 04/21/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/07/1987 - 02/04/1991
PACIFIC FIRST SECURITIES, LTD.
NA
01/21/1986 - 10/05/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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