Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry W. Davis is a financial advisor in LOUISVILLE, KY and has been in the industry since January 1999. Jerry is currently registered with Cetera Investment Advisers LLC and is licensed in Kentucky and Texas. Jerry has previously worked with several other firms including First Allied Securities, Inc., Next Financial Group, Inc., Raymond James Financial Services, Inc., and Edward Jones. Jerry is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in helping individuals, families, and businesses with their financial planning needs.
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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2
KY
11/01/2022 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
11/25/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUSIVILLE KY)
KY
10/27/2006 - 11/26/2013
NEXT FINANCIAL GROUP, INC. (LOUISVILLE KY)
KY
02/14/2003 - 11/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MO
01/20/1999 - 02/20/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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