Jerry Style is a registered investment advisor, based in Holbrook, NY, with 31 years of industry experience.
Location
550 Broadway Avenue, Suite A, Holbrook, NY, 11741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is involved in several businesses, including tax preparation/accounting through Freedom Tax & Business Services, Freedom Financial Services, and Freedom Tax & Financial Services. He also sells fixed and equity indexed annuities through Manhattan Life Insurance Co and Avantax Insurance Agency, respectively, and owns/manages rental property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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