Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Andrew Marsh is a financial advisor with Craig-Hallum Capital Group LLC. Jeremy has been in the industry since March 22, 2005. Jeremy is registered with the state of Minnesota and holds the Series 7, 24, 55, 57TO, and 66 licenses. Jeremy has also been registered with RBC DAIN RAUSCHER INC. and AGENCY TRADING GROUP, INC. in the past.
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
MN
05/25/2011 - Present
Craig-Hallum Capital Group LLC (MINNEAPOLIS MN)
MN
05/06/2008 - 05/25/2011
AGENCY TRADING GROUP, INC. (WAYZATA MN)
MN
08/20/2004 - 10/04/2007
RBC DAIN RAUSCHER INC. (MINNEAPOLIS MN)
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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