Jerry Lee Style

Current Employers

Employment History

• 02/1980 → Present
  Style Associates Ltd.
  Bohemia, NY
• 07/1994 → 09/2025
  Avantax Investment Services, Inc.
  Holbrook, NY
• 09/1995 → 09/2025
  Avantax Advisory Services
  Holbrook, NY
• 10/2015 → 12/2018
  Quality Health Plans Of New York
  Ronkonkoma, NY
• 08/2016 → Present
  Manhattan Life Insurance Co
  Spokane, WA
• 08/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Holbrook, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Holbrook, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-11 → 2025-09-05
  Avantax Advisory Services
  Holbrook, NY
  Holbrook, NY

Other Businesses

1) Freedom Tax & Business Services, LLC~'NIR'~550 Broadway Avenue~Holbrook~NY~11741~Tax Preparation/Accounting~Member of the Board of Directors~9/1/1999~125hrs~100hrs~Accounting and income tax preparation 2) Freedom Financial Services, LLC~'NIR'~550 Broadway Avenue~Holbrook~NY~11741~Other~Owner/Sole Proprietor~9/1/1999~150hrs~6hrs~Operational and /or Marketing name for Avantax Services 3) Freedom Tax & Financial Services~'NIR'~550 Broadway Ave~Holbrook~NY~11741~Tax Preparation/Accounting~Owner/Sole Proprietor~12/14/2012~2hrs~2hrs~Tax and accounting services 4) Manhattan Life Insurance Co~'NIR'~929 W Sprague Ave~Spokane~WA~99201~Insurance Agent~Sales Associate/Executive~8/24/2016~2hrs~2hrs~Fixed Annuity Sales 5) Style Assoc. Ltd.~'NIR'~550 Broadway Avenue~Holbrook~NY~11741~Rental Property Owner/Management~Owner/Sole Proprietor~6/30/1989~1hrs~0hrs~Rental Manager

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-02

Other Names

• Jerry Lee Style