Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Robert Graham has been in the securities industry for over 30 years. Graham is currently registered as a broker with Syndicated Capital, Inc. He is also registered as an Investment Advisor Representative in New Jersey and Pennsylvania. Graham has a wide range of experience in the financial services industry, including experience as a President of Graham Financial Services. Graham has been involved in financial planning, portfolio management, and other advisory services. He has worked with both high-net-worth individuals and other clients. Graham is a well-respected professional in the financial services industry with a strong commitment to providing his clients with the best possible service.
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.
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.
12b1; ntf mutal fund service fees
1
2
PA
03/24/2011 - Present
Syndicated Capital, Inc. (DOYLESTOWN PA)
PA
10/26/1990 - 11/03/2003
BASIL INVESTMENT CORPORATION (HOLLAND PA)
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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