Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Renaudin has been in the financial services industry since 1979. Jerome is currently registered with Raymond James & Associates, Inc. He is licensed in 18 states and is a Series 7, Series 63, and Series 39 licensed professional. Jerome also holds a Series 65 license. Jerome has experience with several financial services companies, including Morgan Keegan & Company, Inc. and Salomon Smith Barney Inc. In addition to his financial career, Jerome also serves as Director and Finance/Investment Committee Member for Triple J Tree Farm.
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
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (Mandeville LA)
LA
10/12/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MANDEVILLE LA)
NY
05/22/1989 - 10/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
04/03/1987 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/05/1987 - 04/02/1987
SCHWAB INVESTMENTS, INC.
NA
06/24/1985 - 07/15/1986
SCHWAB INVESTMENTS, INC.
NA
02/11/1983 - 09/30/1985
GRAHAM SECURITIES CORPORATION
NA
09/26/1978 - 12/03/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/23/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1978
Series 7 - General Securities 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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