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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 Richi is a financial advisor currently registered with LPL Financial LLC. Jerry is licensed in South Carolina and Texas and is actively registered in all 50 states and Washington D.C. Jerry has a total of 55 active registrations, including 53 state registrations and 2 Investment Advisor State registrations. Jerry's experience includes working with clients such as corporations and other businesses, individuals other than high net worth, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Jerry has been in the financial industry since 2010 and has worked at several firms including Akahana, Regions Bank, Bank of America, and Dressler's. Jerry Richi is a financial advisor with LPL Financial LLC.
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.
1
2
SC
03/13/2024 - Present
LPL Financial LLC (FORT MILL SC)
BOTH
Issued 03/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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