Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Matthew Zitzmann is a financial advisor with over 39 years of experience in the industry. Jerome has been registered with Stifel, Nicolaus & Company, Inc. since September 2023 and previously worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jerome has passed the Series 63, Series 65, Series 7 and SIE exams. Jerome is registered to provide investment advice in Missouri and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/18/2023 - Present
Stifel, Nicolaus & Company, Inc. (FRONTENAC MO)
MO
02/21/2013 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
12/02/1991 - 02/21/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
NY
08/22/1984 - 12/10/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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