Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Warner is a financial professional with over 30 years of experience in the industry. Jerry currently holds a Series 63, 7, and SIE license and is a registered representative with PFS Investments Inc. Jerry has held previous positions with various firms, including H.D. VEST INVESTMENT SERVICES, FSC SECURITIES CORPORATION, PAN-AMERICAN FINANCIAL ADVISERS, AMERITAS INVESTMENT CORP., HIBERNIA INVESTMENT SECURITIES INC., and SUNAMERICA 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.
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.
A percentage of the total value of assets under management is charged.
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LA
08/18/2009 - Present
PFS Investments Inc. (BATON ROUGE LA)
LA
06/05/2008 - 07/09/2009
H.D. VEST INVESTMENT SERVICES (BATON ROUGE LA)
LA
11/30/2005 - 11/14/2006
FSC SECURITIES CORPORATION (BATON ROUGE LA)
LA
05/21/2003 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NE
03/05/2001 - 06/26/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
LA
06/11/1997 - 03/21/1999
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
AZ
03/01/1995 - 12/31/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
04/18/1994 - 02/09/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
AZ
04/19/1993 - 02/15/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/22/1989 - 12/16/1991
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BC
Issued 08/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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