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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 Wayne Christian is a financial advisor with over 37 years of experience in the industry. Jerry is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 7 and Series 63 licenses. Jerry is currently registered with LPL Financial LLC. Previously, Jerry was registered with Securities America, Inc. Jerry works with individuals, high-net-worth individuals, corporations, and charitable organizations. Jerry offers a variety of services, including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
11/12/2021 - Present
LPL Financial LLC (JEFFERSON CITY MO)
MO
10/03/2005 - 04/30/2020
SECURITIES AMERICA, INC. (JEFFERSON CITY MO)
CA
03/05/1990 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/11/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/22/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/24/1986 - 05/19/1988
MARKETING ONE SECURITIES, INC.
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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