Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Dellas is a financial advisor with LPL Financial LLC based in Saint Louis, MO. Jeremiah has been in the financial services industry since 2004 and has been registered with LPL Financial LLC since 2021. Jeremiah specializes in a variety of financial services, including investment advice, financial planning, and portfolio management for individuals and businesses. Prior to joining LPL Financial LLC, Jeremiah worked at Waddell & Reed, Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC OF AMERICA INVESTMENT SERVICES, INC. Jeremiah is licensed to provide financial services in Arizona, California, Florida, Georgia, Illinois, Kansas, Missouri, Nevada, and New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/21/2021 - Present
LPL Financial LLC (SAINT LOUIS MO)
MO
02/01/2016 - 07/21/2021
WADDELL & REED (SAINT LOUIS MO)
MO
12/22/2011 - 02/03/2016
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
MO
10/23/2009 - 12/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MA
09/17/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
11/30/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (TOWN & COUNTRY MO)
MO
03/26/2004 - 10/04/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 12/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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