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 Roe is a financial advisor with Cetera Investment Advisers LLC, with over 25 years of experience in the financial industry. Jerry has served clients from his base in Cape Girardeau, Missouri, and also holds a Series 24, Series 7, Series 63 and Series 65 license. Jerry is also a Certified Financial Planner. Jerry has experience with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Jerry is a member of Cetera Investment Advisers LLC, which has over 16,000 clients and assets under management of over $104 billion. Cetera Investment Advisers LLC also provides portfolio management for individuals and businesses, financial planning, educational seminars, and other services. If you are looking for a financial advisor with a long track record of success and experience, Jerry Wayne Roe is a great choice.
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.
1
2
MO
07/13/2020 - Present
Cetera Investment Advisers LLC (CAPE GIRARDEAU MO)
MO
05/30/2008 - 05/17/2012
FIRST ALLIED SECURITIES, INC. (CAPE GIRARDEAU MO)
MO
12/24/1997 - 05/30/2008
FFP SECURITIES, INC. (CAPE GIRARDEAU MO)
IA
Issued 7/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jerry Roe is the right advisor for you? Invested Better is here to help.
