Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Ridge Hartley is a financial advisor with Weild & Co. based in BOULDER, CO. Jerry has been in the financial industry since 1992 and holds several licenses and designations, including Series 63, 65, and 7. Jerry's expertise includes a range of services, including investment advisory services, financial planning, and retirement planning. Jerry has a strong track record of providing personalized financial advice to clients, helping them reach their financial goals.
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
CO
02/16/2017 - Present
Weild & Co. (BOULDER CO)
NC
09/19/2016 - 02/03/2017
GREEN SPRIG BROKER DEALER, LLC (WILMINGTON NC)
UT
06/09/2009 - 10/31/2014
ACAP FINANCIAL INC. (SALT LAKE CITY UT)
UT
01/07/1992 - 05/07/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IN
01/07/1992 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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