Unclaimed
Jeryl Stanley Salmond is a financial advisor with Morgan Stanley. Jeryl has over 38 years of experience in the financial services industry. Jeryl holds Series 3, 6, 7, and 63 licenses, as well as the SIE and Series 65 licenses. Jeryl's experience and licenses allow Jeryl to offer financial advice to a wide range of clients. Jeryl is registered with the following states: Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virgin Islands, and Virginia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
06/01/2009 - Present
Morgan Stanley (Columbia SC)
SC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBIA SC)
SC
05/23/1985 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBIA SC)
NA
07/19/1984 - 04/01/1985
FIRST INVESTORS CORPORATION
IA
Issued 10/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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