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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 Weemhoff is a registered investment advisor representative with Key Investment Services LLC. Jeremy has over 20 years of experience in the financial services industry and is licensed to provide investment advice in multiple states. Jeremy holds the Series 7, Series 24, Series 55, Series 57, and Series 63 securities licenses. He is also a registered Investment Advisor representative in the state of Colorado. Jeremy is dedicated to providing personalized financial planning and investment management services to individuals and families. His firm is focused on providing comprehensive financial services including portfolio management, financial planning, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
04/03/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
CO
12/14/2018 - 12/16/2022
OUTSET GLOBAL TRADING LIMITED (Arvada CO)
CO
05/12/2011 - 12/14/2018
ACCESS SECURITIES, LLC (Superior CO)
CT
01/11/2007 - 06/27/2011
WILLIAMS TRADING LLC (WESTPORT CT)
NY
02/18/1997 - 08/21/2003
PRUDENTIAL EQUITY GROUP, INC. (NEW YORK NY)
IA
Issued 02/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
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 07/12/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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