Unclaimed
Geremy Zezini is a financial advisor with Pruco Securities, LLC. Geremy has been in the financial industry since 2000 and has experience working with individuals, corporations, and trusts. Geremy is registered with the state of California and Florida and holds Series 6, 7, 24, 63, and 66 licenses. Geremy's previous experience includes working with CliftonLarsonAllen Wealth Advisors, LLC, Charles Schwab & Co., Inc., and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
CA
11/28/2023 - Present
Pruco Securities, LLC (Granite Bay CA)
CA
08/16/2022 - 07/10/2023
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Roseville CA)
CA
09/13/2011 - 08/03/2022
CHARLES SCHWAB & CO., INC. (Folsom CA)
CA
04/27/2005 - 07/27/2011
E*TRADE SECURITIES LLC (ROSEVILLE CA)
MO
03/21/2003 - 04/06/2005
EDWARD JONES (ST. LOUIS MO)
MI
09/20/2000 - 03/20/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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