Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Gerber is a financial advisor with over 16 years of experience in the industry. Jeremy currently works at Piper Sandler & Co. in Minneapolis, MN. Jeremy has held previous positions at Jefferies & Company, Inc. and Sovereign Securities Corporation, LLC. Jeremy holds a variety of licenses including Series 7, 24, 50, 52, 53, 54, 63, 79, and SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
MN
06/08/2011 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
PA
06/11/2009 - 12/13/2010
JEFFERIES & COMPANY, INC. (PHILADELPHIA PA)
PA
11/02/2006 - 05/05/2009
SOVEREIGN SECURITIES CORPORATION, LLC (PHILADELPHIA PA)
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2023
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/20/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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