Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Goldstein is an Investment Advisor Representative who has been in the financial services industry since 1992. Jeremy has been a registered representative of Secure Asset Management, LLC since 2018 and has previously been affiliated with several other firms. Jeremy holds the Series 6, 7, 24, 26, 52TO, 53, and 63 licenses and the SIE exam, as well as the Series 65. Jeremy is also a Chartered Financial Consultant. Jeremy provides financial planning and portfolio management services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor for 3rd party money managers
1
2
MI
11/01/2018 - Present
Secure Asset Management, LLC (TROY MI)
MI
06/18/2015 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
MI
12/19/2013 - 06/18/2015
SAGEPOINT FINANCIAL, INC. (TROY MI)
MI
06/26/2009 - 12/21/2013
ONEAMERICA SECURITIES, INC. (FERNDALE MI)
MI
08/19/1992 - 06/09/2009
AXA ADVISORS, LLC (TROY MI)
NY
08/19/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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