Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Emmett Pinckney is an investment professional who is registered with Calton & Associates, Inc. in North Carolina. He has been in the industry since December 1986 and has held several positions in the financial services sector. Previously, Jerome worked for firms like Triad Advisors, LLC, Raymond James Financial Services, Inc., Wachovia Securities, LLC and Wachovia Securities, Inc. in North Carolina and Wheat, First Securities, Inc. in Charlotte, NC. Jerome is a seasoned advisor with experience in a variety of investment areas including portfolio management, financial planning, and pension consulting. He holds Series 63, Series 65, Series 7 and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
07/15/2019 - Present
Calton & Associates, Inc. (Wilmington NC)
NC
11/23/2009 - 07/01/2019
TRIAD ADVISORS LLC (WILMINGTON NC)
NC
11/14/2008 - 10/13/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON NC)
NC
06/15/2002 - 11/17/2008
WACHOVIA SECURITIES, LLC (WILMINGTON NC)
NC
01/23/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
11/21/1986 - 02/07/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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