Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome David Pickar is a financial advisor with over 30 years of experience in the industry. He is currently registered with U.S. Bancorp Investments, Inc. and has been with the firm since March 2019. Prior to that, Jerome was with KMS FINANCIAL SERVICES, INC. in Seattle, Washington. Jerome's focus is on providing financial advice to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jerome holds a variety of licenses and certifications, including Series 7, Series 63, and Series 65. He is also a member of FINRA.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Cloquet MN)
WA
12/02/2005 - 03/22/2019
KMS FINANCIAL SERVICES, INC. (LYNNWOOD WA)
WA
06/16/2000 - 12/08/2005
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
MO
12/08/1994 - 07/24/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/27/1990 - 12/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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