Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Robinson is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, NC. Jeremy is a registered investment advisor and holds the Series 7, Series 63 and Series 66 licenses. Jeremy has been in the financial services industry since 2011. Prior to joining Tiaa-Cref, Jeremy worked at Ameriprise Financial Services, Inc.
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.
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.
Compensation from affiliates
1
2
NC
12/10/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
04/11/2011 - 03/13/2012
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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