Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Gottesman is a financial advisor at Cadaret, Grant & Co., Inc. with over 40 years of experience in the industry. Jerome has a broad range of experience, having worked at several firms prior to joining Cadaret, Grant & Co. Jerome is registered in several states including Florida, Maryland, New Jersey, Pennsylvania, Washington, and the District of Columbia. Jerome holds the Series 6, 7, 22, and 63 licenses as well as the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/27/1994 - Present
Cadaret, Grant & CO., Inc. (FEASTERVILLE PA)
FL
10/18/1988 - 11/08/1994
INVESTACORP, INC. (MIAMI FL)
NA
05/30/1986 - 10/31/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/19/1985 - 06/10/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
01/10/1985 - 04/02/1985
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
12/22/1982 - 03/22/1985
G.K. ALLEN & CO. INC.
BC
Issued 12/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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