Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Randolph Booth is a financial professional with over 20 years of experience in the industry. Jerry is currently registered with LPL Financial LLC in both Delaware and Virginia and has a branch office in Dagsboro, Delaware. Prior to joining LPL Financial LLC, Jerry worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and LEGG MASON WOOD WALKER, INCORPORATED. Jerry holds several professional licenses, including Series 7, Series 24, and Series 66. He is also a Registered Representative. Jerry offers a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
08/14/2009 - Present
LPL Financial LLC (DAGSBORO DE)
VA
10/07/2005 - 08/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEESBURG VA)
MD
07/27/2001 - 10/26/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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