Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Aron is an investment professional with over 15 years of experience in the financial services industry. Jerome is currently registered with LPL Financial LLC and holds Series 7, 63 and 65 licenses, as well as the SIE exam. Jerome's prior experience includes roles at Western International Securities, Inc. and Financial West Group. Jerome has provided financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Jerome is dedicated to helping clients reach their financial goals through personalized financial planning and investment management services.
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.
Consulting and other non-discretionary advisory services
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
CA
07/06/2020 - Present
LPL Financial LLC (AGOURA CA)
CA
08/21/2017 - 07/07/2020
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
CA
04/29/2011 - 08/21/2017
FINANCIAL WEST GROUP (LOS ANGELES CA)
CA
12/04/2008 - 05/23/2011
SOUTHWEST SECURITIES, INC. (SACRAMENTO CA)
CA
11/15/2006 - 12/22/2008
M.L. STERN & CO., LLC. (SACRAMENTO CA)
IA
Issued 02/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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