Unclaimed
Jerome Michael Holz is a financial advisor with Allstate Financial Services, LLC. Jerome has been in the industry since November 12, 2007. Jerome holds the Series 6, Series 63, and SIE licenses and is registered in Maryland, North Carolina, Pennsylvania, and Virginia. Jerome's office is located at 5301 BUCKEYSTOWN PIKE STE 104, FREDERICK, MD 21704-8384.
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.
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.
1
2
MD
11/12/2007 - Present
Allstate Financial Services, LLC (FREDERICK MD)
BC
Issued 12/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerome Holz is the right advisor for you? Invested Better is here to help.