Unclaimed
Jerome Joseph Kovach is a financial advisor who is registered with Equitable Advisors, LLC. Jerome has over 30 years of experience in the financial services industry, with previous experience at firms such as AON Securities Inc. and MMC Securities Corp. He specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
NJ
09/20/2023 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
10/26/2021 - 06/14/2022
EQUITABLE ADVISORS, LLC (WOODBRIDGE NJ)
NY
10/31/2014 - 06/11/2018
AON SECURITIES INC. (NEW YORK NY)
NY
01/30/2009 - 10/08/2014
MMC SECURITIES CORP. (NEW YORK NY)
NY
12/30/2000 - 01/14/2009
MMC SECURITIES CORP. (NEW YORK NY)
NY
08/20/1987 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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