Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Weldon Tucker is a financial advisor with Osaic Wealth, Inc. located in LAKE OSWEGO, OR. Jerry has been in the financial industry since 1973. Jerry is currently registered as a Registered Representative and Investment Advisor Representative in OR, TX, and WA. Jerry is also a licensed principal and has a total of 7 exams passed including the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Principal Examination, the Registered Principal Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Registered Representative Examination. Jerry has been employed by several firms including Sagepoint Financial, Inc., LPL Financial LLC, SII Investments, Inc., and Royal Alliance Associates, Inc. Jerry holds specializations in various areas, including retirement planning, college savings, and estate planning. Jerry also provides financial planning and portfolio management services to individuals, businesses, and pension plans.
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
OR
03/05/2024 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
09/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/14/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
02/14/2012 - 02/14/2018
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
01/03/2011 - 02/21/2012
ROYAL ALLIANCE ASSOCIATES, INC. (LAKE OSWEGO OR)
OR
04/28/2005 - 01/04/2011
PARK AVENUE SECURITIES LLC (PORTLAND OR)
MA
08/09/2001 - 04/08/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
04/04/1975 - 07/26/2001
TRIQUEST FINANCIAL, INC. (GLENDALE CA)
NA
08/06/1974 - 04/04/1975
SCHUMACHER BLAIN & ASSOCIATES INC
NA
07/26/1973 - 10/03/1974
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/25/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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