Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy D Kovacs is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Jeremy has been in the financial industry for over 14 years and has a wealth of experience in providing financial advice to individuals, families, and businesses. Jeremy is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy also holds several industry certifications, including the Series 7, Series 63, and Series 65. Jeremy is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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
CA
03/06/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
02/01/2006 - 02/05/2007
WELLS FARGO INVESTMENTS, LLC (LA VERNE CA)
IA
Issued 03/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2006
Series 7 - General Securities 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
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