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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Long is an investment advisor representative with International Assets Investment Management, LLC. Jerome has been in the industry since 2014 and has a Series 66, Series 7, Series 6TO, and SIE license. Jerome also holds a state registration in North Carolina, South Carolina, and South Carolina. Jerome's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to Jerome's role with International Assets Investment Management, LLC, Jerome is also the Founder/President of Loyal Trust Private Wealth, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/04/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
SC
09/17/2014 - 01/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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