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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Nome is an investment advisor representative at Osaic FA, Inc. in Fort Wayne, Indiana. Jeffrey Nome has been in the securities industry for over 20 years, and has held multiple positions with various firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and American Express Financial Advisors Inc. Jeffrey Nome is registered to offer securities in Indiana and holds the Series 66, Series 7, Series 24, Series 4, Series 52TO, Series 53, and SIE licenses. Jeffrey Nome is a specialist in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
09/20/2013 - Present
Osaic FA, Inc. (FORT WAYNE IN)
IN
10/01/2012 - 09/04/2013
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
IL
10/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/07/2003 - 10/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/07/2003 - 10/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/26/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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