Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Lavalley is a financial advisor at SPC. Jerome has been in the financial services industry since 1984. He holds Series 6, 22, 63, and 65 licenses as well as the SIE designation. He is also a Chartered Financial Consultant. Jerome specializes in portfolio management, financial planning, and pension consulting. He works with individuals, families, businesses, and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
10/27/2020 - Present
SPC (ANN ARBOR MI)
MI
02/08/1985 - 11/02/2020
THE O.N. EQUITY SALES COMPANY (GRAND RAPIDS MI)
NA
10/29/1984 - 02/04/1985
HARTFORD EQUITY SALES COMPANY INC.
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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