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. McDonald is a financial advisor in Hoover, Alabama and has been in the industry since June 21, 1987. Jerry is currently registered with TrueWealth Advisors, LLC and is licensed in Alabama. Jerry has a broad range of experience with over 35 years in the financial services industry. Jerry is a Chartered Financial Consultant and holds Series 6, Series 63, Series 65 and SIE licenses. Jerry provides financial planning, pension consulting, investment management and other advisory services to individuals and families, corporations and businesses. Jerry also provides advisory services to charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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AL
01/31/2022 - Present
Truewealth Advisors, LLC (HOOVER AL)
MA
06/22/1987 - 07/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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