Unclaimed
Jeremy A Lehrer is a registered representative with Foreside Funds Distributors LLC, a firm that is not currently registered with the SEC. Jeremy has been in the securities industry since 2003. Jeremy has a Series 63, Series 65, Series 7 and SIE licenses. Jeremy holds active securities licenses in 51 states. Jeremy previously worked at CHARLES SCHWAB & CO., INC..
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.
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.
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2
CA
07/30/2009 - Present
Foreside Funds Distributors LLC (SAN FRANCISCO CA)
CA
02/14/2003 - 07/10/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 03/18/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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