Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Grannan is a financial advisor with over 25 years of experience in the industry. He is currently registered with Fidelity Personal And Workplace Advisors and has previously held positions with Wells Fargo Funds Distributor, LLC, Strong Investments, Inc., and TCF Securities, Inc. Jeremy holds several licenses and certifications including the Series 6, 7, 10, 24, 63, and 65 exams. His specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is also a certified Financial Planner (CFP®). Jeremy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN WI)
WI
04/11/2005 - 04/04/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
04/25/2000 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MN
11/26/1997 - 04/25/2000
TCF SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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