Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Christopher Garrett is a financial advisor with over 30 years of experience in the financial services industry. Jerome is registered to provide investment advice in Michigan. Jerome is also registered as a broker in Florida, Maryland, Michigan, Minnesota and Ohio. Jerome is a Series 7, Series 3, Series 5, Series 63, and Series 65 licensed professional and holds the SIE designation. Jerome is currently affiliated with Lincoln Investment and Capital Analysts. Jerome is also affiliated with Consolidated Financial Corporation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/26/2016 - Present
Lincoln Investment (Farmington Hills MI)
MI
07/02/2002 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SOUTHFIELD MI)
IN
01/23/1990 - 07/03/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
11/03/1988 - 06/29/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
08/18/1988 - 11/04/1988
STATE STREET SECURITIES, INC.
NA
07/31/1986 - 08/24/1988
THOMSON MCKINNON SECURITIES INC.
NA
09/25/1985 - 07/26/1986
J. W. GANT & ASSOCIATES, INC.
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1987
Series 5 - Interest Rate Options Examination
BC
Issued 11/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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