Unclaimed
Jerry Delerme is an active investment advisor representative currently registered with RBC Capital Markets, LLC. Jerry is a licensed representative in the state of New York and has been in the industry since November 2018. Jerry's professional certifications include the Series 99 and the Securities Industry Essentials (SIE) exam. Jerry has previous experience in operations management and holds an Operations Professional designation.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
11/19/2018 - Present
RBC Capital Markets, LLC (NEW YORK NY)
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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