Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Pickles is a financial advisor with over 20 years of experience in the financial industry. Jeremy has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2005. Prior to that, Jeremy worked for MORGAN STANLEY DW INC. and WADDELL & REED, INC. Jeremy is a registered representative in multiple states and holds the Series 63, Series 66, Series 7, Series 31, and SIE licenses. Jeremy specializes in a variety of financial services including retirement planning, college savings, estate planning, and investment management.
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
AZ
11/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GILBERT AZ)
NY
06/21/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
KS
03/22/2000 - 06/30/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative 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
Not sure Jeremy Pickles is the right advisor for you? Invested Better is here to help.
