Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Quartey papafio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jerry has been in the industry since 2018 and holds licenses to conduct business in several states including Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Jerry is a registered representative with FINRA and has passed the Series 6, 7, 63, 66, and SIE exams. Jerry's professional experience includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, Nationwide Building Society, Bankers Life, and Bank of America, N.A. Jerry is also a co-owner of a rental property in Beaumont, CA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/24/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERSIDE CA)
CA
06/29/2018 - 05/12/2020
WELLS FARGO CLEARING SERVICES, LLC (BEAUMONT CA)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jerry Quartey papafio is the right advisor for you? Invested Better is here to help.
