Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeryl? Claim Your ProfileJeryl Ann Strauss is a financial advisor with over 30 years of experience in the financial services industry. She is a registered representative of Raymond James Financial Services Advisors, Inc. and is currently active in Kentucky. Jeryl has held previous positions with Morgan Stanley, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Everen Securities, Inc., Marketing One Securities, Inc., and Prudential-Bache Securities Inc. Jeryl is also an Associate/Employee of Stock Yards Bank & Trust and Stock Yards Investment Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
08/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (LOUISVILLE KY)
KY
05/02/2014 - 08/11/2016
MORGAN STANLEY (LOUISVILLE KY)
KY
01/13/1998 - 05/12/2014
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
NY
03/21/1995 - 12/12/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/23/1992 - 11/13/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
OR
11/08/1989 - 07/02/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
06/24/1987 - 11/28/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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