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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bennett Beitel is a financial advisor with over 25 years of experience in the industry. Jeremy currently works for Osaic Wealth, Inc., providing financial advisory services to individuals and families in Cheshire, Connecticut. Prior to joining Osaic Wealth, Jeremy held positions with other prominent financial institutions, including Securities America, Inc. Jeremy has an extensive background in financial planning, portfolio management, and investment advisory services. Jeremy is also a Certified Financial Planner (CFP) and holds licenses for both Broker-Dealer and Investment Advisor activities in multiple states.
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.
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.
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.
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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (CHESHIRE CT)
CT
12/07/2021 - 06/14/2024
SECURITIES AMERICA, INC. (CHESHIRE CT)
CT
09/25/2009 - 12/15/2021
LPL FINANCIAL LLC (CHESHIRE CT)
CT
05/01/2007 - 09/25/2009
INFINEX INVESTMENTS, INC. (GUILFORD CT)
CT
03/29/2004 - 05/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
MO
01/08/2002 - 03/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
03/13/2000 - 01/10/2002
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
11/23/1999 - 02/28/2000
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
04/08/1998 - 11/15/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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