Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Erickson is an investment advisor representative at Wells Fargo Clearing Services, LLC. Jeremiah has been in the industry since 1999. Jeremiah has passed the Series 6, 7, 9, 10, 31, 63, and 65 exams. Jeremiah's current registrations are active in Missouri. Prior to joining Wells Fargo Clearing Services, LLC, Jeremiah was with Wells Fargo Advisors Financial Network, LLC. Jeremiah has a bachelor's degree in finance from the University of Minnesota.
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.
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.
Investment consulting services to institutional clients
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
07/17/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
07/13/2012 - 07/18/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
01/24/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
NY
07/02/1999 - 11/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
08/10/1998 - 06/24/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
05/29/1996 - 07/15/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/07/1995 - 04/04/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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