Unclaimed
Jerome Duhovic is an Investment Advisor Representative at Centaurus Financial, Inc., a firm with over 500 licensed agents. Jerome has been active in the securities industry since 1993. Jerome is registered with the state of California and specializes in financial planning, pension consulting, and educational seminars.
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.
1
2
CA
01/10/2018 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
NE
10/17/2002 - 12/31/2004
AMERITRADE, INC. (OMAHA NE)
NE
01/05/1999 - 12/31/2003
ICLEARING LLC (OMAHA NE)
NE
04/22/1998 - 08/18/2003
ICAPITAL MARKETS LLC (OMAHA NE)
NJ
10/20/1999 - 11/08/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NJ
04/24/2001 - 07/02/2002
WORLDXT LLC (JERSEY CITY NJ)
CA
01/08/1992 - 03/19/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1992
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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