Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome August Borzello is a financial advisor based in Alpharetta, GA. Jerome has been in the financial services industry since November 21, 1974, working for various firms such as Lehman Brothers, Merrill Lynch, and Oppenheimer & Co. currently at American Wealth Management, Inc. Jerome is registered as an investment advisor representative in Georgia, Texas, and Florida. He specializes in portfolio management for individuals and selection of other advisors. Jerome has a wide range of experience and knowledge, with credentials including Series 4, 7, 8, 9, 10, 14, 24, 27, 52, 53, 63, 65, 99, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
05/13/2010 - Present
American Wealth Management, Inc. (ALPHARETTA GA)
NA
06/17/1987 - 02/28/1990
ALEX. BROWN & SONS INCORPORATED
NA
09/20/1984 - 07/14/1987
OPPENHEIMER & CO., INC.
NA
02/01/1982 - 09/28/1984
A.G. BECKER PARIBAS INCORPORATED
NA
02/22/1978 - 03/04/1982
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
04/20/1977 - 02/22/1978
LEHMAN BROTHERS INCORPORATED
NA
11/20/1974 - 04/17/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 03/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/1990
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/24/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1974
Series 7 - General Securities Representative Examination
Active
Inactive
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