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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Fleeman is an investment advisor representative at Cambridge Investment Research Advisors, Inc. located in Fairfield, Iowa. Jeremy has been in the financial services industry for over 20 years. Jeremy has a Series 63, Series 65, Series 7, and Series 6 licenses, as well as a Series 24 and Series 53. Jeremy has previously worked at PFPC Distributors, Inc., BISYS Fund Services Limited Partnership and Kemper Distributors, Inc. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer and registered investment advisor offering a wide range of financial products and services to individual and institutional investors.
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.
Solicitation fees from 3rd party money managers
1
2
IA
03/24/2006 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
ME
08/28/2003 - 12/31/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
ME
01/15/2000 - 09/17/2001
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IL
01/15/1998 - 12/01/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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