Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Siragusa is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jeremy has been in the securities industry since 1999 and has a diverse background in financial services. Jeremy's primary focus is on providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Jeremy is registered to provide investment advice in several states, including Colorado, Illinois, Iowa, Kansas, Nebraska, and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (OMAHA NE)
NE
04/15/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
05/02/2006 - 03/24/2010
WADDELL & REED, INC. (OMAHA NE)
NE
01/03/2006 - 04/21/2006
QA3 FINANCIAL CORP. (OMAHA NE)
NE
03/01/2000 - 10/21/2005
AMERITRADE, INC. (OMAHA NE)
NE
07/30/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
IA
Issued 05/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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