Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Samuel Kirstein is an investment advisor representative registered in Florida and a registered representative. Jerome has been in the industry since August 14, 1997. Jerome is currently registered with Osaic Wealth, Inc. and has previously been registered with Securities America, Inc., Investcorp, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Jerome has a Series 6, Series 7 and Series 63 license. Jerome is a Florida Notary Public.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (Aventura FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Aventura FL)
FL
02/29/2008 - 07/17/2020
INVESTACORP, INC. (HOLLYWOOD FL)
ME
07/16/1997 - 01/29/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BANGOR ME)
WI
07/16/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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