Unclaimed
Jerome Joseph Repovz has been active in the financial services industry since November 20, 1991. Jerome is currently registered with Cetera Investment Advisers LLC. Jerome has previously been registered with Summit Brokerage Services, Inc., Securities America, Inc., Brecek & Young Advisors, Inc., SII Investments, Inc., Mariner Financial Services, Inc. and The O.N. Equity Sales Company. Jerome holds FINRA Series 6, 7, 24, 63, and 65 licenses along with the SIE. Jerome is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Missouri, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Vermont, Virginia and Washington. Jerome also has a current Investment Advisor Representative registration with the state of 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.
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 4/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/1993
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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