Unclaimed
Jerome Anthony Timmermann is a financial advisor with over 40 years of experience in the industry. Jerome is currently registered with Eagle Strategies LLC. Jerome has a wide range of experience in financial planning, portfolio management, and pension consulting. Jerome has a Series 6, 7, 22, 63 and 65 licenses. Jerome provides financial services to individuals, corporations, and charitable organizations.
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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IL
12/22/2017 - Present
Eagle Strategies LLC (BREESE IL)
IA
Issued 5/9/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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