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 Wilk is a financial advisor with SPC and has been in the industry since 1979. Jerry is registered in 15 states and is currently licensed as a Registered Representative and Investment Advisor Representative. Jerry's previous employers include National Planning Corporation, Associated Securities Corp., ProEquities, Inc., New England Securities, Crowell, Weedon & Co., Dean Witter Reynolds Inc. and Zahorik Company, Inc.. Jerry is a General Securities Principal and has passed several other industry exams including the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Registered Representative Examination, the Securities Industry Essentials Examination and the General Securities Principal Examination. Jerry specializes in working with individuals, corporations, charitable organizations and pension and profit sharing 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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
CA
10/18/2017 - Present
SPC (Irvine CA)
CA
04/03/2000 - 10/19/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
MA
03/16/1995 - 04/03/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
AL
01/14/1994 - 03/17/1995
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
09/10/1990 - 12/20/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
07/10/1981 - 10/04/1990
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NA
01/18/1980 - 06/22/1981
DEAN WITTER REYNOLDS INC.
NA
05/16/1979 - 02/15/1980
ZAHORIK COMPANY, INC.
BC
Issued 03/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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