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 Wojnicki is a registered investment advisor representative with Vanguard Advisers, Inc.. Jerome is a highly experienced professional with over 30 years of experience in the financial industry. Jerome has held positions with multiple firms including TD Ameritrade, Inc., Scottrade, Inc., Quick & Reilly, Inc., Paine Webber Incorporated, M&T Securities, Inc., Olde Discount Corporation, Thomas James Associates, Inc. and J. W. Gant & Associates, Inc.. Jerome has a broad range of certifications including the Series 63, Series 66, Series 24, Series 4, Series 8, SIE and Series 7. Jerome is currently registered in North Carolina and Texas.
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.
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.
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2
NC
02/22/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NY
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (Amherst NY)
NY
04/23/1997 - 02/26/2018
SCOTTRADE, INC. (WILLIAMSVILLE NY)
NY
09/24/1996 - 05/01/1997
QUICK & REILLY, INC. (NEW YORK NY)
NJ
08/21/1996 - 09/26/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MD
07/09/1996 - 08/07/1996
M&T SECURITIES, INC. (BALTIMORE MD)
MI
09/23/1992 - 07/24/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
05/05/1992 - 09/11/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
08/22/1991 - 05/08/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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