Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome John Giltner is a financial professional with over 30 years of experience in the industry. Jerome has a strong background in providing financial planning, investment advisory, and insurance services to individuals, families, and businesses. Jerome is currently registered with Ameritas Advisory Services, LLC in Ohio. Previously, Jerome was affiliated with LPL Financial LLC, National Planning Corporation, Woodbury Financial Services, Inc., AXA Advisors, LLC, and MONY Securities Corporation. Jerome holds the Series 6 and SIE licenses as well as the Series 63. He is also a Chartered Financial Consultant. Jerome is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Solicitor fees
1
2
OH
07/25/2023 - Present
Ameritas Advisory Services, LLC (LORAIN OH)
OH
11/29/2017 - 07/05/2023
LPL FINANCIAL LLC (Lorain OH)
OH
06/22/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (Lorain OH)
OH
01/19/2006 - 06/29/2012
WOODBURY FINANCIAL SERVICES, INC. (AKRON OH)
NY
06/01/2005 - 01/27/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/06/1993 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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