Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Bileski is a financial advisor with over 20 years of experience in the industry. Jerry is currently registered with Revere Securities LLC and IBN Financial Services, Inc. Jerry has a strong track record of providing financial advice to clients. Jerry's focus areas include investment strategies, retirement planning, and wealth management. Jerry is also a licensed insurance agent, which allows Jerry to provide clients with comprehensive financial planning services. Jerry is committed to providing clients with personalized financial advice that meets their individual needs. Jerry has worked for a number of firms over the years, including BOURNEHILL INVESTMENT SERVICES, INC. and WORDEN CAPITAL MANAGEMENT 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.
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.
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2
NY
05/07/2024 - Present
Revere Securities LLC (NEW YORK NY)
NY
03/07/2022 - 08/26/2024
BOURNEHILL INVESTMENT SERVICES, INC. (Uniondale NY)
NY
06/01/2015 - 09/10/2020
WORDEN CAPITAL MANAGEMENT LLC (GARDEN CITY NY)
NY
10/02/2014 - 06/02/2015
FOUR POINTS CAPITAL PARTNERS LLC (WESTBURY NY)
FL
09/16/2014 - 10/10/2014
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
NY
04/21/2014 - 10/10/2014
IAA FINANCIAL LLC (MELVILLE NY)
NY
03/06/2013 - 04/23/2014
GLOBAL ARENA CAPITAL CORP (MELVILLE NY)
NY
10/10/2011 - 07/13/2012
CBG FINANCIAL GROUP, INC. (MELVILLE NY)
NY
03/21/2011 - 09/29/2011
LPL FINANCIAL LLC (MASSAPEQUA NY)
NY
11/05/2007 - 03/11/2011
JHS CAPITAL ADVISORS, INC. (MELVILLE NY)
NY
01/11/2005 - 11/02/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
04/05/2001 - 12/17/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/31/2000 - 03/14/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
GA
10/19/1998 - 01/13/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
NY
12/24/1997 - 11/02/1998
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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