Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wayne Lack is a financial advisor who has been active in the industry since June 2009. Jerry has a background with several firms, including HSBC Securities, MML Investors Services, M&T Securities, and MetLife Securities. Jerry is currently registered with Cetera Investment Advisers LLC. Jerry holds the Series 6, 7, 24, 51, 63, and 65 licenses. Jerry is also a Chartered Financial Consultant. Jerry provides financial planning, pension consulting, educational seminars, and selection of other advisers to clients. Jerry is registered in the following states: California, Colorado, Delaware, Florida, Louisiana, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia.
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
NY
04/11/2023 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
03/20/2009 - 05/03/2011
HSBC SECURITIES (USA) INC. (WEBSTER NY)
NY
01/30/2008 - 02/23/2009
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
NY
04/14/2005 - 01/08/2008
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
MD
02/13/2004 - 04/05/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MA
05/20/2002 - 02/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/2002 - 02/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/03/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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