Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wilbur Sandlin is a financial advisor who has been in the industry since 1997. Jerry is currently registered with LPL Financial LLC and has been with them since 2008. Previously, Jerry was registered with U.S. BANCORP INVESTMENTS, INC., CITICORP INVESTMENT SERVICES, MORGAN STANLEY DW INC., PFS INVESTMENTS INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. Jerry holds the Series 7, 6, 31, 63, and 66 securities licenses. Jerry provides financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/08/2016 - Present
LPL Financial LLC (ELK GROVE CA)
CA
10/26/2006 - 07/09/2008
U.S. BANCORP INVESTMENTS, INC. (WOODLAND CA)
CA
01/06/2006 - 10/02/2006
CITICORP INVESTMENT SERVICES (CITRUS HEIGHTS CA)
NY
04/26/2004 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
11/03/1989 - 12/31/1992
PFS INVESTMENTS INC.
NA
08/15/1984 - 07/27/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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