Jerry Roe (CRD# 2982239) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cape Girardeau, MO and has over 26 years of experience in the finance industry. Jerry Roe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4465887
Alspaugh Wealth Management
CRD# 6505776
Edward Jones
CRD# 6463414
Nbc Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arnzen & Roe Financial Services, Inc. | Cape Girardeau, MO | Nov 2012 - Current | 11 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2012 - Current | 11 |
| Cetera Investment Advisers LLC | Schaumburg, IL | May 2012 - Current | 11 |
| Beussink, Hey, Roe, & Stroder, LLC | Cape Girardeau, MO | Feb 2002 - Current | 22 |
| Beussink, Hey, Roe, Pc | Cape Girardeau, MO | Feb 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- MO
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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