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 an investment advisor representative at Cetera Investment Advisers LLC, with over 9 years of experience in the industry. Jerry has passed the Series 7, Series 63, and Series 65 exams, and holds active registrations in 17 states including Indiana and Texas. Jerry has previously worked at First Allied Securities, Inc., Ogilvie Security Advisors Corporation, and Wells Fargo Advisors Financial Network, LLC. In addition to Jerry's role at Cetera Investment Advisers, Jerry is also a partner at Honey Hounds LLC, an employee at Brunette and Associates, a managing member at J Romjue Financial Services, LLC, and an agent for Physicians Mutual. Jerry specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for 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.
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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 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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