Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Vandemotter is a financial advisor who has been working in the industry since June 1984. He currently works for Wells Fargo Clearing Services, LLC in Pepper Pike, Ohio. Jerome holds Series 7, 31, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. He has also worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jerome has experience in various financial services, including investment consulting, financial planning, and portfolio management for individuals and businesses. He is licensed to provide financial advice in multiple states across the United States.
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.
Investment consulting services to institutional clients
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.
1
2
OH
11/28/2022 - Present
Wells Fargo Clearing Services, LLC (PEPPER PIKE OH)
OH
07/06/1993 - 11/28/2022
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
NY
05/25/1984 - 06/16/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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