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Jeremy Lee Hill

Purshe Kaplan Sterling Investments

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About Jeremy Lee Hill

Jeremy Hill is a financial professional with over 20 years of experience in the industry. Jeremy currently holds a Series 7, 63, and 66 license and is registered with Purshe Kaplan Sterling Investments in Albany, NY. Jeremy is dedicated to helping clients achieve their financial goals.

Firm Information

Jeremy Hill is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeremy Hill’s Registration & Firm History

NY

05/12/2021 - Present

Purshe Kaplan Sterling Investments (ALBANY NY)

CO

08/26/2019 - 07/07/2020

THE LEADERS GROUP, INC. (LITTLETON CO)

AL

09/05/2018 - 08/19/2019

PROEQUITIES, INC. (BIRMINGHAM AL)

NC

03/06/2017 - 06/19/2018

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

NY

12/23/2016 - 03/06/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

AL

03/27/2008 - 06/08/2016

PROEQUITIES, INC. (BIRMINGHAM AL)

CT

09/12/2007 - 02/13/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

NC

07/14/2006 - 09/14/2007

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NC

08/03/2005 - 06/23/2006

SAPERE WEALTH CREATION, LLC (MATTHEWS NC)

MO

10/29/2004 - 05/17/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

04/06/2004 - 06/14/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TN

10/02/2003 - 03/05/2004

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

SC

04/16/2001 - 11/06/2001

V. M. MANNING & CO., INC. (GREENVILLE SC)

NC

07/08/1998 - 04/19/2001

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 04/21/2004

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Lee Hill.
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