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 Ludwig is a financial advisor with over 30 years of experience in the financial services industry. Jerry is currently registered with Regal Advisory Services, Inc., a firm that specializes in providing financial advice to individuals and corporations. Jerry has a broad range of experience in the financial services industry, including investments, insurance, and financial planning. He is dedicated to helping clients 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.
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.
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
TX
07/23/2012 - Present
Regal Advisory Services, Inc. (BRYAN TX)
TX
03/24/2010 - 07/23/2012
BROKERSXPRESS LLC (BRYAN TX)
TX
11/06/2000 - 03/26/2010
GUNNALLEN FINANCIAL, INC (BRYAN TX)
MN
11/10/1995 - 11/08/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NJ
01/01/1991 - 11/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/11/1988 - 01/01/1991
ROTAN MOSLE INC.
NA
04/18/1984 - 05/05/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 06/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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