Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Sherwood is a financial advisor with Securities Management & Research, Inc. Jeremy has been in the financial services industry since 2010. Jeremy holds licenses in both Iowa and Florida. Jeremy has experience with securities and investment company products. Jeremy also has experience with financial planning.
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
IA
01/19/2022 - Present
Securities Management & Research, Inc. (CEDAR RAPIDS IA)
SC
10/16/2018 - 05/27/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/04/2017 - 09/19/2018
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 07/10/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
12/22/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
02/21/2012 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
IA
05/06/2010 - 01/14/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
09/21/2009 - 02/18/2010
EDWARD JONES (ANKENY IA)
BOTH
Issued 10/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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