Unclaimed
Jerry Wayne Rainey is a financial advisor at TLG Advisors, Inc. Jerry has over 20 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals, families, and businesses. Jerry has earned a Series 6, Series 63, and Series 65 licenses, and holds the SIE certification. He is a licensed Investment Advisor Representative in Tennessee. Jerry is also the owner/president of J W Rainey, Inc., a life insurance advisory specialty insurance brokerage with point of sale & processing support.
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.
Placement of institutional funds
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.
1
2
CO
03/29/2018 - Present
TLG Advisors, Inc. (LITTLETON CO)
TN
12/09/1998 - 08/03/1999
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
IA
Issued 04/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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