Unclaimed
Jerry Dunnick is a registered representative with GWN Securities Inc. Jerry has been in the securities industry since June 14, 1991 and has been with GWN Securities Inc. since January 31, 2005. Jerry has experience with PMG Securities Corporation, Investors Brokerage Services, Inc. and Robert Thomas Securities, Inc. Jerry is licensed to provide securities services in Florida, Illinois, Iowa, Minnesota, Missouri, and Wisconsin. Jerry is also a registered Investment Advisor in Wisconsin. Jerry has a wide range of experience in the financial services industry, including investment advising, financial planning, and market timing services. Jerry is dedicated to providing clients with high-quality financial services and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/31/2005 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
08/01/2000 - 01/31/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/27/1995 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
FL
07/12/1994 - 12/01/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IL
03/28/1994 - 06/16/1994
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
09/22/1983 - 07/29/1986
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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