Unclaimed
Jerry Thew is an investment advisor representative with Centaurus Financial, Inc., registered in 14 states, including Arizona, California, Colorado, Idaho, Iowa, Louisiana, Massachusetts, Minnesota, Nebraska, Nevada, Ohio, Oregon, Texas, and Washington. Jerry has been in the industry since 1988. Jerry has earned the Series 7, Series 22, Series 24, Series 31, Series 63, and Series 66 licenses. Jerry also has experience in the life insurance industry.
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
WA
05/25/2011 - Present
Centaurus Financial, Inc. (SPOKANE WA)
WA
02/05/1996 - 06/14/2011
LPL FINANCIAL LLC (SPOKANE WA)
WA
04/20/1993 - 01/16/1996
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
WA
04/14/1988 - 09/09/1992
PCI SECURITIES CORPORATION OF WASHINGTON (SEATTLE WA)
BOTH
Issued 12/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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