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 Moore is a financial advisor registered with Sequent Planning, LLC. Jerry has been a registered representative since January 2012 and is experienced in working with both individuals and high-net-worth individuals. Jerry offers a variety of financial planning services, including portfolio management, retirement planning, and insurance planning. Jerry is also a registered investment advisor and has a Series 6, Series 63, Series 65 and Series 26 license. Prior to joining Sequent Planning, LLC, Jerry was registered with Mutual of Omaha Investor Services, Inc., Pruco Securities LLC., and MML Investors Services, LLC.
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.
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
NE
11/01/2023 - Present
Sequent Planning, LLC (OMAHA NE)
OK
04/27/2017 - 10/10/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Stillwater OK)
OK
07/28/2015 - 04/13/2017
PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)
OK
05/22/2014 - 07/23/2015
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
OK
01/27/2012 - 06/12/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (STILLWATER OK)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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