Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Kelman is a licensed securities professional with over 16 years of experience in the financial services industry. Jeremy has a strong background in equities, futures and options trading, and investment management. He is currently registered with Bofa Securities, Inc. and is licensed in all 50 states and the District of Columbia. Previously, Jeremy was employed at Sanford C. Bernstein & Co., LLC, Daiwa Capital Markets America Inc., Credit Suisse Securities (USA) LLC and Bloomberg Tradebook LLC. Jeremy's commitment to delivering exceptional client service and a deep understanding of the markets make him a valuable resource for clients seeking investment guidance.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/09/2021 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
01/05/2012 - 07/22/2021
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/15/2010 - 12/05/2011
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
NY
03/01/2006 - 11/23/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/18/2005 - 02/07/2006
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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