Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Marks Dattel is an active Registered Representative with Raymond James & Associates, Inc. Jerome is located in Gulfport, Mississippi and has been in the industry since 1970. Jerome is a Registered Principal and has passed several other exams including Series 7, Series 63, Series 10, Series 9, Series 4, Series 40 and Series 12. Jerome has also been registered with several other firms including Morgan Keegan & Company, Inc., Legg Mason Wood Walker, Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Drexel Burnham Lambert Incorporated, and Drexel Burnham & Co. Incorporated.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MS
02/13/2013 - Present
Raymond James & Associates, Inc. (Gulfport MS)
LA
08/28/1998 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MANDEVILLE LA)
MD
08/20/1990 - 08/21/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/22/1989 - 08/15/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
01/06/1977 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/06/1976 - 01/06/1977
DREXEL BURNHAM & CO. INCORPORATED
NA
05/19/1970 - 02/06/1976
DREXEL BURNHAM & CO. INCORPORATED
BC
Issued 08/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/1979
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/1976
Series 40 - Registered Principal Examination
BC
Issued 10/17/1974
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 05/10/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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