Unclaimed
Jerome Repovz has been in the financial industry since November 20, 1991. Jerome is currently registered with Cetera Investment Advisers LLC and has been with this firm since June 2023. Jerome is also registered with the following firms: Securities America, Inc., Summit Brokerage Services, Inc., Brecek & Young Advisors, Inc., SII Investments, Inc., and The O.N. Equity Sales Company. Jerome offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIGHTON MI)
MI
11/08/2012 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BRIGHTON MI)
MI
01/23/2009 - 11/06/2012
SECURITIES AMERICA, INC. (BRIGHTON MI)
MI
09/04/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BRIGHTON MI)
WI
08/18/1997 - 09/13/2001
SII INVESTMENTS, INC. (APPLETON WI)
FL
02/10/1994 - 08/15/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
OH
11/18/1991 - 02/23/1994
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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