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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Bruno is a financial professional with over 24 years of experience in the industry. Jerry has worked for several firms including Equity Services, Inc. and WS Griffith Securities, Inc. before joining GWN Securities Inc. Jerry has a wide range of experience in financial planning, market timing services, and selection of other advisers. Jerry is licensed and registered with FINRA, the Securities Investor Protection Corporation (SIPC), as well as the state of New York.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Lansing, MI

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jerry Gayle Sutton is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 30 years of experience in the financial services industry. Jerry has a broad range of experience and expertise, including estate planning and insurance. Jerry is a Managing Member of Sutton Advisors, PLC, a company that provides investment-related services. Jerry also owns Sutton Law Offices, a law firm that provides estate planning services. Jerry is a licensed attorney and holds multiple licenses and certifications, including Series 7, 24, 28, 63, 65, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Legacy Portfolio Advisors, LLC

location

AUSTIN, TX

disclosure

1 Disclosures

ADVISOR BIO

Jerry Mikus is a registered investment advisor representative with Legacy Portfolio Advisors, LLC. Jerry has been in the financial services industry since 1984. Jerry is also a registered investment advisor representative with Holdfast Wealth Management, LLC. Jerry has worked in the Austin area for over 20 years. Jerry holds the Series 63 and Series 65 licenses. Jerry also holds the Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
CONSULTING
Market Timing Services
Unclaimed

GWN Securities Inc.

location

CHESTERFIELD, MO

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Alan Adzima has been in the securities industry since December 25, 1989. Jerry Adzima is currently registered with GWN Securities Inc. and has been with the firm since August 18, 2009. Before joining GWN Securities Inc., Jerry Adzima was employed by Lincoln Investment from January 18, 2006 to August 28, 2009, PlanMember Securities Corporation from February 4, 2005 to January 3, 2006, and PMG Securities Corporation from August 1, 2000 to December 31, 2003. Jerry Adzima holds a Series 6, Series 26, Series 63, and Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

San Antonio, TX

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jerry Crockett is a financial advisor with Cambridge Investment Research Advisors, Inc. in San Antonio, Texas. Jerry has been working in the financial services industry since 1991. Jerry holds licenses for both Broker/Dealer and Investment Advisor. Jerry has experience in providing financial planning, pension consulting, and educational seminars. Jerry also provides portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

ANAHEIM, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Frank Brown is an active registered representative with Centaurus Financial, Inc. Jerry has been in the financial industry for over 35 years, and has offices in Anaheim, CA and Bellevue, WA. Jerry is registered with the following securities authorities: Alaska, Arizona, Arkansas, California, Idaho, North Carolina, Ohio, Texas, and Washington. Jerry is also a registered Investment Advisor in Alaska, Arizona, Arkansas, California, Idaho, North Carolina, Ohio, Texas, and Washington. Jerry provides advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jerry is also an insurance agent marketing life insurance and Long-term care insurance through J. F. BROWN FINANCIAL SERVICES, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Jerry Dunnick is a registered representative with GWN Securities Inc. Jerry has been in the securities industry since June 14, 1991 and has been with GWN Securities Inc. since January 31, 2005. Jerry has experience with PMG Securities Corporation, Investors Brokerage Services, Inc. and Robert Thomas Securities, Inc. Jerry is licensed to provide securities services in Florida, Illinois, Iowa, Minnesota, Missouri, and Wisconsin. Jerry is also a registered Investment Advisor in Wisconsin. Jerry has a wide range of experience in the financial services industry, including investment advising, financial planning, and market timing services. Jerry is dedicated to providing clients with high-quality financial services and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

HEMET, CA

experience

46 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Jerry Franklin is a financial professional with over 40 years of experience in the industry. Jerry is registered with Centaurus Financial, Inc. and has a history of working with high-net-worth individuals and businesses. Jerry has a deep understanding of the financial markets and provides clients with a variety of services including financial planning, investment management, and portfolio management. Jerry is committed to providing clients with the personalized attention and guidance they need to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

LEXINGTON, NC

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jerry Bradford Grimes is a financial advisor with over 20 years of experience in the industry. Jerry is registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 63, and Series 65 license. Jerry has experience providing financial advice to individuals, families, and businesses. In addition to his work as a financial advisor, Jerry is a licensed independent insurance agent and also a board member of the Piedmont Handgunners Association, Inc. Jerry has expertise in helping clients with their investment needs, retirement planning, and insurance needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFA ® (Certifications)

location

Lakeland, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jesse Lawton Shaw is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 8 years of experience in the financial industry. Jesse is licensed in 10 states and holds the Series 7, Series 63 and SIE licenses. Jesse is a Chartered Financial Analyst (CFA) and specializes in working with high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Jesse is committed to providing personalized financial advice to help individuals achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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