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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Hamilton Belkin is a financial advisor with over 25 years of experience in the industry. Jerome has a current registration with Wells Fargo Clearing Services, LLC and has previously worked with Charles Schwab & Co., Inc. and Kennedy, Cabot & Co.. Jerome holds Series 4, 7, 9, 10, 63 and 65 licenses, along with the SIE and Series 99TO licenses. Jerome specializes in providing portfolio management for individuals and businesses, financial planning, and investment consulting services for institutional clients. Jerome has a current registration with Wells Fargo Clearing Services, LLC in California.
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
CA
08/07/2018 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
03/21/1995 - 07/26/2018
CHARLES SCHWAB & CO., INC. (WOODLAND HILLS CA)
CA
08/30/1993 - 02/27/1995
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
CA
06/18/1993 - 07/19/1993
CONSOLIDATED INTERCAPITAL CORPORATION (WOODLAND HILLS CA)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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