Unclaimed
Jeromy Andrew Park is an investment advisor representative with NWF Advisory Services Inc. Jeromy has been in the financial services industry since July 2003. Jeromy is licensed to provide financial advice in California, Connecticut, and Nevada. Jeromy holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Jeromy is a partner at AE SIL PROPERTIES, LLC and has experience working with clients at NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC. Jeromy is registered to provide investment advice for individuals, corporations or other businesses, and pension and profit-sharing plans. Jeromy focuses on financial planning and portfolio management services. NWF Advisory Services Inc. specializes in providing financial advice to individual investors and has a total of $3,713,336,868 in regulatory assets under management.
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
10/25/2017 - Present
NWF Advisory Services Inc. (Orange CA)
CA
04/30/2009 - 10/25/2017
NATIONAL PLANNING CORPORATION (ORANGE CA)
CA
07/10/2003 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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