Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry William Kroseman is a financial advisor with over 27 years of experience in the financial services industry. Jerry is currently registered with Osaic Wealth, Inc. in Wisconsin and Minnesota and has been registered with Woodbury Financial Services, Inc. and NYLIFE Securities Inc. in the past. Jerry is a licensed representative with various insurance companies and sells various insurance products. Jerry is also a financial advisor for Woodbury Financial Services, Inc. and provides investment related services. Jerry specializes in establishing and monitoring investment accounts and focuses on providing financial planning, pension consulting, educational seminars, and selection of other advisers. Jerry holds a Series 6, Series 63, and Series 65 license and has passed the Securities Industry Essentials Examination.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (SUPERIOR WI)
WI
10/07/1997 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SUPERIOR WI)
NY
12/08/1995 - 09/12/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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