Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dunford is an Investment Advisor Representative with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Jeremy has been in the industry since August 2000 and has a wide range of experience. Jeremy is registered with the state of Florida as an Investment Advisor Representative. Jeremy also holds several FINRA licenses, including Series 7, 24, 55, 66, and 65.
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.
Please see note in schedule d - miscellaneous
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
FL
10/17/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MN
05/25/2000 - 03/21/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/2000 - 03/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/28/2003
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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