Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jory? Claim Your ProfileJory Franklin Head is an investment advisor representative for The Ameriflex Group. Jory has been in the financial services industry since January 22, 2017 and has experience with a variety of firms including Triad Advisors LLC, Sagepoint Financial, Inc., Securities America, Inc. and FSC Securities Corporation. Jory specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jory is registered with the state of Arizona and offers financial planning, portfolio management, and pension consulting 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.
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.
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2
AZ
12/06/2024 - Present
THE Ameriflex Group (Mesa AZ)
GA
04/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
04/30/2019 - 12/08/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/19/2021 - 11/29/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/30/2019 - 11/29/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/30/2019 - 11/29/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
04/30/2019 - 11/29/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
ND
01/18/2017 - 04/24/2019
CAPITAL FINANCIAL SERVICES, INC. (Minot ND)
BOTH
Issued 08/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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