Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Christopher Gates is a financial advisor at Fifth Third Securities, Inc. He is licensed in Indiana, Kentucky and Ohio. Jeremy has been in the financial industry since 2003. Before joining Fifth Third Securities, Inc., he was with U.S. BANCORP INVESTMENTS, INC., VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY, AXA ADVISORS, LLC, and TD WATERHOUSE INVESTOR SERVICES, INC.. Jeremy specializes in financial planning, portfolio management for businesses and individuals and selection of other advisers.
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.
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.
Sponsor wrap fee program
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
09/17/2012 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
04/06/2006 - 09/04/2012
U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)
TX
08/28/2001 - 05/29/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/28/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
10/02/2000 - 06/22/2001
AXA ADVISORS, LLC (NEW YORK NY)
NE
02/05/1999 - 09/06/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 7/3/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/12/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2012
Series 7 - General Securities Representative Examination
BC
Issued 4/5/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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