Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Jarosh is a financial advisor with Cadaret, Grant & CO., Inc.. Roman is a registered representative with a total of 17 years of experience in the financial services industry. Roman is licensed to sell a variety of financial products and services, including mutual funds, variable annuities, life and health insurance, fixed annuities, approved limited partnerships, proprietary and third party asset management programs. Roman has been associated with Cadaret, Grant & CO., Inc. since 1985 and has offices in Queensbury, NY.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (QUEENSBURY NY)
CT
01/11/1986 - 08/24/1993
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
08/21/1980 - 08/12/1985
P & I EQUITIES CORPORATION
NA
08/01/1977 - 11/21/1980
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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