Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremey? Claim Your ProfileJeremey John Bullerman has been active in the financial services industry since 1992. Jeremey is currently a Registered Representative with Cetera Investment Advisers LLC. Jeremey has held previous positions with Cigna Financial Advisors, Inc., BirchTree Financial Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Multi-Financial Securities Corporation. Jeremey holds Series 63, 66, 7, 24 and SIE licenses and is registered in 46 states for both securities and investment advisory services. Jeremey is active in the community, serving on the board of the Waterloo School Foundation and other local organizations. Jeremey offers a variety of financial services to individuals, families, businesses, and retirement plans.
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
IA
03/21/2024 - Present
Cetera Investment Advisers LLC (WATERLOO IA)
PA
10/03/1995 - 03/27/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MN
06/08/1994 - 10/05/1995
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/01/1993 - 05/27/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1993 - 05/27/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
10/19/1992 - 12/15/1992
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
BOTH
Issued 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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