Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Russell Browning is a financial advisor with over 22 years of experience. Jerry is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since April 2009. Previously, Jerry was registered with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Jerry specializes in providing financial planning, portfolio management, and pension consulting services. Jerry holds several industry licenses and certifications, including Series 66, Series 63, Series 10, Series 9, Series 7, and the SIE. Jerry is licensed to provide investment advice in many states. Jerry serves on the City of Portland Texas Planning & Zoning Commission.
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.
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
TX
04/07/2009 - Present
Stifel, Nicolaus & Company, Inc. (CORPUS CHRISTI TX)
TX
01/01/2008 - 04/23/2009
WACHOVIA SECURITIES, LLC (CORPUS CHRISTI TX)
TX
11/30/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORPUS CHRISTI TX)
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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