Unclaimed
Jeremiah Coronado is a registered representative with Charles Schwab & Co., Inc. Jeremiah has been in the financial services industry since 2000. Jeremiah has passed the Series 3, 4, 7, 55, 57TO, and 63 exams. Jeremiah is registered in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
09/09/2013 - Present
Charles Schwab & CO., Inc. (Omaha NE)
IL
01/29/2004 - 11/14/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
CA
12/22/2000 - 03/10/2003
CARIS & COMPANY, INC. (SAN DIEGO CA)
FL
07/05/2000 - 12/31/2000
PROGRAM TRADING CORP. (BOCA RATON FL)
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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