Unclaimed
Jerome Joseph Prusko is a financial advisor with over 40 years of experience in the industry. Jerome has been associated with Calton & Associates, Inc. since June 27, 2019. Jerome has also worked with Capital Financial Services, Inc., Charter Securities Corporation and FPC Securities Corporation. Jerome is a registered representative in six states. Jerome specializes in providing investment advice to individuals, businesses and pension plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
06/27/2019 - Present
Calton & Associates, Inc. (Milwaukee WI)
WI
04/02/1986 - 06/27/2019
CAPITAL FINANCIAL SERVICES, INC. (MILWAUKEE WI)
NA
12/04/1981 - 04/08/1986
CHARTER SECURITIES CORPORATION
NA
10/12/1977 - 11/11/1981
FPC SECURITIES CORPORATION
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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