Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wray Williams is a financial professional in Arlington, TX. Jerry is a registered representative with Lincoln Investment. Jerry has been in the financial industry since 1969 and has worked with several firms throughout their career. Currently, Jerry is a registered representative with Lincoln Investment. Jerry holds the Series 6, 7, 26, and SIE licenses. Jerry also provides insurance services and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/29/2018 - Present
Lincoln Investment (Arlington TX)
TX
06/05/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (LANTANA TX)
MO
09/10/2001 - 06/02/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
DE
01/05/1999 - 08/29/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MO
01/02/1990 - 01/12/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IL
11/06/1987 - 12/31/1989
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
04/24/1986 - 11/10/1987
PROTECTIVE EQUITY SERVICES, INC.
NA
12/04/1969 - 12/24/1985
GARCO EQUITY SALES, INC.
BC
Issued 10/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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