Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Blum is a financial advisor at Wells Fargo Clearing Services, LLC. Jeremy has been in the financial services industry since 2000. Jeremy has a variety of experience in the financial services industry, including working at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jeremy is registered with the Securities and Exchange Commission (SEC) and several state regulatory authorities. Jeremy is licensed to provide investment advice and securities trading services. Jeremy has passed numerous industry exams including the Series 65, Series 63, Series 31, Series 7 and the SIE. Jeremy's firm, Wells Fargo Clearing Services, LLC, is a well-established financial services company with a strong reputation for providing high-quality investment advice 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.
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
CA
08/02/2010 - Present
Wells Fargo Clearing Services, LLC (SEAL BEACH CA)
CA
06/01/2009 - 07/22/2010
MORGAN STANLEY SMITH BARNEY (LONG BEACH CA)
CA
07/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
IA
Issued 08/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2000
Series 7 - General Securities 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
Not sure Jeremy Blum is the right advisor for you? Invested Better is here to help.
