Unclaimed
Jerome Evers is a registered representative with Fifth Third Securities, Inc., and has been in the industry since September 2001. Jerome holds multiple securities licenses and is registered in multiple states. Jerome's specializations include Portfolio Management for Individuals and Businesses. Jerome also provides financial planning services and offers a sponsor wrap fee program. Jerome is a co-owner of The Evers Family Realty Co., LLC, a rental property holder.
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.
Sponsor wrap fee program
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.
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2
OH
01/18/2021 - Present
Fifth Third Securities, Inc. (MIDDLETOWN OH)
BOTH
Issued 01/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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