Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bradford Duck is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Birmingham, Alabama. Jeremy has been in the industry since 1997. Jeremy holds a Series 7, Series 63, and Series 66 license. Jeremy is also registered in the state of Alabama and several other states. Jeremy specializes in a variety of areas, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
08/27/2014 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
03/10/2006 - 08/19/2014
WELLS FARGO ADVISORS, LLC (HOMEWOOD AL)
AL
11/17/2003 - 03/07/2006
EDWARD JONES (JASPER AL)
NJ
08/14/2000 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/08/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MO
07/19/1996 - 12/11/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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