Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Sherman Persampieri is a financial advisor with Avantax Advisory Services. Jerry has been in the financial services industry since September 29, 2019, and is registered with the state of New York. Jerry has a Series 66, Series 7TO and SIE license and is a registered Investment Advisor in New York. Avantax Advisory Services provides financial planning, pension consulting, and investment management services to individuals, businesses, and retirement plans. The firm has over 2478 investment advisor representatives and manages over $41 billion in assets.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NY
08/18/2021 - Present
Avantax Advisory Services (New York NY)
BOTH
Issued 10/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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