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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Adam Reeder is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Salem, OR. Jeremy has been in the financial industry for over 4 years and is a Series 66, 7TO, and SIE license holder. Jeremy specializes in working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Jeremy provides a variety of advisory services including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and performance measurement reports, allocation modeling, IPS, and research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OR
01/01/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SALEM OR)
OR
09/28/2020 - 06/11/2024
BANKERS LIFE SECURITIES, INC. (Salem OR)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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