Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Lama is a financial advisor with Ameritas Advisory Services, LLC. Jerome has been working in the financial industry since November 2011. Prior to joining Ameritas, Jerome was a financial advisor at PNC Investments and Citizens Securities, Inc. Jerome holds licenses in Alabama, Florida, Georgia, New York, North Carolina and Pennsylvania. Jerome offers financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.
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.
Solicitor fees
1
2
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (JEFFERSON TOWNSHIP PA)
PA
05/02/2019 - 02/10/2021
PNC INVESTMENTS (WEST PITTSTON PA)
PA
10/23/2013 - 01/09/2018
CITIZENS SECURITIES, INC. (STROUDSBURG PA)
PA
05/30/2011 - 10/01/2013
WELLS FARGO ADVISORS, LLC (CLARKS SUMMIT PA)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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