Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Romjue is a financial advisor with over 10 years of experience in the industry. Jerry is currently registered with Cetera Investment Advisers LLC and has previously been registered with First Allied Securities, Inc. and Ogilvie Security Advisors Corporation. Jerry is licensed in Indiana and Texas.
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
IN
09/10/2021 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/24/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/12/2012 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (INDIANAPOLIS IN)
IN
02/08/2011 - 04/27/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
BC
Issued 3/7/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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