Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Benberry is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, Illinois. Jeremy has been in the financial services industry since 2010. Jeremy has a Series 6, Series 7, Series 63, Series 66 and SIE license. Jeremy's previous experience includes working at J.P. Morgan Securities LLC, Fifth Third Securities, Inc., and NYLIFE Securities LLC. Jeremy is registered with the states of Arizona, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, Texas, and Wisconsin. Jeremy also has experience with a variety of investment products and services, including stocks, bonds, mutual funds, variable annuities, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
10/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
12/17/2021 - 04/01/2022
J.P. MORGAN SECURITIES LLC (HIGHLAND PARK IL)
IL
10/14/2015 - 02/24/2017
FIFTH THIRD SECURITIES, INC. (PALATINE IL)
IL
11/07/2012 - 07/28/2015
J.P. MORGAN SECURITIES LLC (PALATINE IL)
IL
06/21/2010 - 05/02/2011
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Benberry is the right advisor for you? Invested Better is here to help.
