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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Vincent Sanada is an investment advisor representative with Alliance Advisory & Securities, LLC. Jerry has been in the industry for over 25 years and has a strong background in financial planning, retirement planning, tax review, risk management review, business consulting and accounting services. Jerry is a Certified Financial Planner and a Chartered Financial Analyst, and has experience managing portfolios for individuals, businesses, pooled investment vehicles and charitable organizations. Jerry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to his current role, Jerry was an Investment Advisor Representative with Alliance Advisory & Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
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CA
10/04/2001 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
11/20/1995 - 08/23/2021
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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