Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Maxwell Evarts is a registered investment advisor and broker with Stifel, Nicolaus & Company, Inc. Jeremiah is a veteran of the financial services industry with over 30 years of experience. Jeremiah's previous experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc. and Dean Witter Reynolds Inc. Jeremiah is registered to provide investment advice in Vermont and brokerage services in 22 states, Jeremiah provides a variety of services, including financial planning, portfolio management, and investment advisory services for individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
10/28/2009 - Present
Stifel, Nicolaus & Company, Inc. (MANCHESTER CENTER VT)
VT
05/27/1993 - 03/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER CENTER VT)
NY
07/26/1990 - 06/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/23/1986 - 08/03/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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