Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dennis Rafferty is a financial advisor with Madison Avenue Securities, LLC, a firm with a strong commitment to serving clients' financial needs. Jeremy has been a licensed financial professional since 1997 and has worked for several firms in the industry, including Jackson National Life Distributors LLC, Atlas Securities, LLC, and VALIC Financial Advisors, Inc. Jeremy is registered in Colorado and Hawaii.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
12/10/2020 - Present
Madison Avenue Securities, LLC (Denver CO)
CO
06/26/2007 - 12/31/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CA
06/09/2004 - 02/16/2007
ATLAS SECURITIES, LLC (SAN LEANDRO CA)
TX
02/15/1998 - 06/07/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/24/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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