Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Van Leftwich is a financial advisor with Financial Security Services Group, Inc. located in Allen, Texas. Jerome has been in the financial industry for over 20 years and holds multiple licenses and certifications including the Series 6, 7, 63, and 66, along with the SIE and a Certified Financial Planner designation. Jerome is licensed in Texas and California and is currently registered with Financial Security Services Group, Inc., and previously with GWN Securities Inc., Union Capital Company, Chase Investment Services Corp., Wells Fargo Investments, LLC, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Referral fees
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2
TX
02/10/2023 - Present
Financial Security Services Group, Inc. (HIGHLAND VILLAGE TX)
TX
10/11/2021 - 10/31/2022
GWN SECURITIES INC. (KATY TX)
AZ
07/13/2011 - 10/05/2012
UNION CAPITAL COMPANY (TUCSON AZ)
TX
04/21/2010 - 06/03/2011
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
CA
06/19/2006 - 04/20/2010
WELLS FARGO INVESTMENTS, LLC (LA JOLLA CA)
CA
05/04/2005 - 06/22/2006
CHARLES SCHWAB & CO., INC. (TORRANCE CA)
RI
04/04/1996 - 12/08/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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