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JS

Jerry L. Siver

Some features on this profile are disabled
CRD#: 4388719
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerry Lee Siver, who also goes by Jerry Lee Siver, was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 2001. Jerry had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jerry Lee Siver

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
REAL ESTATE BROKER 2 HRS PER WEEK. FEDERAL FIREARMS DEALER 1 HR PER MONTH. INSURANCE AGENT 30 HRS PER WEEK. 1)SIVER INS AGENCY; NONINV RELATED; 125 MAIN ST S LANCASTER,MA; INSURANCE AGENCY; PRESIDENT; 03/04/1982; 120HRS/MON; 6HRS/MON; PRODUCER/MANAGER 1)JERRY SIVER; NONINV RELATED; 2301 COLLINS AVE MIAMI BEACH, FL; RENT CONDO UNITS; OWNER; 10/30/2001; 2HRS/MON; 2HRS/MON; OWNER

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 6, 2010 - November 27, 2024

SIVER FINANCIAL SERVICES

RIA
CRD#: 155097
LANCASTER, MA
Past

January 11, 2006 - November 15, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
SOUTH LANCASTER, MA
Past

January 5, 2006 - November 15, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SOUTH LANCASTER, MA
Past

May 10, 2005 - January 11, 2006

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WESTMINSTER, MA
Past

July 22, 2002 - December 31, 2004

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WESTMINSTER, MA
Past

June 19, 2001 - January 11, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/17/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SIVER FINANCIAL SERVICES
SIVER FINANCIAL SERVICES | SIVER, JERRY LEE

CRD#: 155097 / SEC#:

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Contact information

Main Address
125 Main Street, Lancaster, MA 01523
Mailing Address
Po Box 398, South Lancaster, MA 01564-0398
Phone number
(978) 368-8558
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIVER FINANCIAL SERVICES

CRD#: 155097

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