Unclaimed
Jeffrey Vanremmen is a financial advisor with over 37 years of experience in the industry. Jeffrey is currently registered with Osaic Wealth, Inc. and previously worked at FSC Securities Corporation, W. S. Griffith & Co., Inc., Phoenix Equity Planning Corporation, and First Investors Corporation. Jeffrey is licensed to sell securities in 14 states and holds Series 6, Series 63, and SIE licenses. Jeffrey specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jeffrey offers a variety of financial services including educational seminars and selection of other advisors.
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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ORCHARD PARK NY)
NY
03/05/1997 - 11/03/2023
FSC SECURITIES CORPORATION (ORCHARD PARK NY)
CT
08/30/1993 - 03/04/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
04/14/1986 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
01/23/1986 - 03/27/1986
FIRST INVESTORS CORPORATION
BC
Issued 01/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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