Unclaimed
Jerome Paul Grisko is a financial professional with over 5 years of experience in the financial services industry. Jerome is currently registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since September 2016. Prior to this, Jerome was a registered representative with GMP Securities, LLC. Jerome is a licensed Series 63, SIE and Series 79. Jerome specializes in providing financial advice and investment management services to individuals and businesses.
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.
1
2
TX
09/29/2016 - Present
Stifel, Nicolaus & Company, Inc. (HOUSTON TX)
TX
09/29/2014 - 09/01/2016
GMP SECURITIES, LLC (HOUSTON TX)
BC
Issued 12/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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