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Jeremy David Tevald

National Financial Services LLC

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About Jeremy David Tevald

Jeremy Tevald is a financial advisor currently registered with National Financial Services LLC. Jeremy's experience in the financial industry spans over 20 years and includes previous positions at New England Securities and American Express Financial Advisors Inc.. Jeremy holds licenses including Series 7, Series 24, Series 63, Series 99TO and SIE. Jeremy is also currently registered with FINRA. Jeremy's primary office location is in Smithfield, Rhode Island.

Firm Information

Jeremy Tevald is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeremy Tevald’s Registration & Firm History

RI

10/01/2008 - Present

National Financial Services LLC (SMITHFIELD RI)

NY

02/05/2004 - 09/27/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

07/17/2000 - 01/13/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

08/18/1999 - 08/11/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/18/1999 - 08/11/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeremy David Tevald.
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