Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Reed is a registered representative with UBS Financial Services Inc. Jeremy has been in the financial industry since 2011. Jeremy is licensed in several states and has experience working with high-net-worth individuals, corporations, and charitable organizations. Jeremy offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Jeremy also works with clients to select other advisors who may be able to assist them with their financial needs. Jeremy’s previous experience was at Morgan Stanley.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
03/28/2022 - Present
UBS Financial Services Inc. (BALTIMORE MD)
MD
01/22/2013 - 10/20/2015
MORGAN STANLEY (COLUMBIA MD)
BC
Issued 02/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/27/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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