Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lawrence Hersch is an investment advisor representative with Orion Portfolio Solutions, LLC. Jeremy is a Chartered Financial Analyst with over 15 years of experience in the financial services industry. Jeremy has worked with a number of financial institutions, including GWFS Equities, Inc., Transamerica Investors Securities Corporation and IFL Capital LLC. Jeremy has a strong background in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Jeremy holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
CO
10/19/2017 - 12/14/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
04/21/2009 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NY
09/20/2004 - 05/21/2007
IFL CAPITAL LLC (NEW YORK NY)
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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