Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Lemont Abbott is a registered representative with SoFi Wealth LLC and has been in the financial industry since November 2021. He holds the Series 7TO and SIE licenses and is registered in Florida. Jerome Lemont Abbott specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Jerome Lemont Abbott has worked with 235,000 clients and manages over $1.36 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
12/16/2024 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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