Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Robert Gordon is a financial professional with over 5 years of experience in the financial services industry. Jerry is currently registered with PFS Investments Inc. in Eau Claire, WI, and has been with the firm since 2018. Prior to that, Jerry worked as a Registered Representative at PFS INVESTMENTS INC. from 2012 to 2017. Jerry holds the Series 6, Series 63 and SIE licenses. Jerry specializes in portfolio management for 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
01/19/2018 - Present
PFS Investments Inc. (EAU CLAIRE WI)
WI
07/23/2012 - 12/31/2017
PFS INVESTMENTS INC. (EAU CLAIRE WI)
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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