Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Hasan Ziglar is a financial advisor registered with Cadaret, Grant & CO., Inc. Jeremy has been in the financial services industry since 2012. Jeremy has experience working with a variety of clients, including individuals, families, and businesses. Jeremy specializes in financial planning, portfolio management, and pension consulting. Prior to joining Cadaret, Grant & CO., Inc. Jeremy was employed by Securities America, Inc., Equitable Advisors, LLC, LPL Financial LLC, First Investors Corporation, and MML Investors Services, LLC.
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.
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.
1
2
CT
05/05/2023 - Present
Cadaret, Grant & CO., Inc. (Glastonbury CT)
CT
09/13/2022 - 05/12/2023
SECURITIES AMERICA, INC. (GLASTONBURY CT)
MA
08/25/2020 - 12/21/2020
EQUITABLE ADVISORS, LLC (HATFIELD MA)
CT
05/06/2014 - 11/26/2014
LPL FINANCIAL LLC (CHESHIRE CT)
CT
11/21/2013 - 02/19/2014
FIRST INVESTORS CORPORATION (E. HARTFORD CT)
MA
07/17/2012 - 01/22/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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