Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jerry is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with LPL Enterprise, LLC in Melville, New York. Stephen has a broad range of experience in financial planning and investment management. Stephen holds the Series 7, Series 31, and Series 66 securities licenses as well as the SIE exam. Stephen has been registered with the following firms in the past: LEGEND EQUITIES CORPORATION, PLANMEMBER SECURITIES CORPORATION, MML INVESTORS SERVICES, LLC, SIGNATOR INVESTORS, INC., FORESTERS EQUITY SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen specializes in working with individuals and businesses, providing financial planning and investment management 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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NY
11/14/2024 - Present
LPL Enterprise, LLC (MELVILLE NY)
NY
04/15/2014 - 06/02/2015
LEGEND EQUITIES CORPORATION (BOHEMIA NY)
NY
06/11/2011 - 03/01/2013
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
NY
10/02/2007 - 03/04/2011
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
10/13/2005 - 09/27/2007
SIGNATOR INVESTORS, INC. (MELVILLE NY)
CA
08/12/2002 - 10/03/2005
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
11/17/2000 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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