Jerry L. Fenimore
Professional summary
Jerry Lee Fenimore is a registered financial professional currently at HERITAGE FINANCIAL SYSTEMS, LLC located in Malvern, Pennsylvania.
Jerry is registered as a RR (Registered Representative) and started their career in finance in 1989. Jerry has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jerry Lee Fenimore's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2011 - Present
HERITAGE FINANCIAL SYSTEMS, LLC
Office #1: 5 Great Valley Parkway Suite 334, Malvern, PA 19355August 18, 2011 - August 29, 2011
NELSONREID, INC.
January 1, 1999 - August 23, 2011
CAPWEST SECURITIES, INC.
January 5, 1996 - August 23, 2011
CAPWEST SECURITIES, INC.
February 9, 1995 - December 31, 1995
FIRST ASSOCIATED SECURITIES GROUP, INC.
April 18, 1989 - February 13, 1995
CONSOLIDATED INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2011)
(1/23/2017)
(5/20/2016)
(6/29/2016)
(11/25/2022)
(9/27/2011)
Exams
FINRA
Current Firm
HERITAGE FINANCIAL SYSTEMS, LLC
CRD#: 133019 / SEC#: , 8-66670
Contact information
FINRA licenses (14 States and Territories)
Disclosures
| Civil Event | 1 |
Red Flags
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