Unclaimed
Jerime Mordew is a financial advisor with Equitable Advisors, LLC. Jerime has been in the financial industry since 2003. Jerime is registered to provide investment advice in Florida, Indiana, Maryland, Michigan, Ohio, Oregon, Pennsylvania and South Carolina. Jerime has Series 7, Series 24 and Series 63 licenses, and has passed the Series 65 and SIE examinations. Jerime previously worked at Citizens Securities, Inc., AXA Advisors, LLC, PRUCO Securities, LLC., Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and First Allied Securities, Inc.. Jerime is dedicated to helping clients reach their financial goals and is committed to providing personalized service.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/18/2020 - Present
Equitable Advisors, LLC (AKRON OH)
OH
11/11/2015 - 12/09/2020
CITIZENS SECURITIES, INC. (FAIRLAWN OH)
OH
01/10/2012 - 11/03/2015
AXA ADVISORS, LLC (AKRON OH)
OH
07/22/2009 - 01/23/2012
PRUCO SECURITIES, LLC. (UNIONTOWN OH)
OH
02/08/2008 - 06/10/2009
SIGNATOR INVESTORS, INC. (INDEPENDENCE OH)
OH
06/21/2004 - 02/14/2008
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
06/21/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
CA
04/24/2003 - 02/18/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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