Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Diamantides is a financial advisor with over six years of experience in the industry. Jerry has a Series 6, Series 7TO, Series 52TO, Series 50, Series 63, Series 66, Series 24, Series 53, Series 4, and Series 27 licenses. Jerry is currently registered with Moors & Cabot, Inc., and has previously been registered with Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Santander Securities LLC. Jerry works with clients to help them achieve their financial goals. Jerry has experience working with high-net-worth individuals, corporations, individuals, and pension and profit-sharing plans. Jerry's primary focus is on helping clients with financial planning and portfolio management.
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.
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.
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2
MA
03/21/2023 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
01/14/2021 - 03/29/2023
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
06/27/2019 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRAINTREE MA)
MA
04/29/2017 - 06/14/2019
SANTANDER SECURITIES LLC (WEST NEWTON MA)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/30/2022
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/15/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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