Unclaimed
Jerome Timmermann is an Investment Advisor Representative at Eagle Strategies LLC, located in Breese, Illinois. Jerome has been in the financial industry since 1983 and has a wealth of experience in providing financial advice to individuals, families, and businesses. He has been registered with the Securities and Exchange Commission (SEC) since 1992 and is a member of the Financial Industry Regulatory Authority (FINRA). Jerome is dedicated to providing his clients with personalized financial advice that is tailored to their specific needs and goals.
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.
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.
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2
IL
12/22/2017 - Present
Eagle Strategies LLC (BREESE IL)
IA
Issued 05/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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