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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 Bossio is a financial advisor with LPL Financial LLC. He is based in NORTH HAVEN, CT. Jeremy has been working in the financial services industry since 2018. He is registered with the following state securities regulators: California, Connecticut, Florida, Maryland, Massachusetts, New York, Rhode Island, South Carolina, Texas. He holds the following licenses: Series 6, Series 7TO, Series 63, Series 65, SIE. Jeremy has experience with a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. He provides a range of services including financial planning, investment management, and consulting. Jeremy has previously worked with Securities America, Inc., Securities Service Network, LLC, and Park Avenue Securities LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
02/22/2022 - Present
LPL Financial LLC (NORTH HAVEN CT)
CT
09/18/2020 - 10/08/2020
SECURITIES AMERICA, INC. (North Haven CT)
CT
06/28/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (North Haven CT)
CT
01/27/2016 - 07/08/2016
PARK AVENUE SECURITIES LLC (MADISON CT)
IA
Issued 06/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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