Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Pelchar is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Jeremy has been working in the industry since October 2010. He has experience at Deutsche Bank Securities Inc., Fidelity Brokerage Services LLC and his current firm. Jeremy has registrations in several states and holds several securities licenses, including Series 63, 66, 7, 24, 4, 9, and 10. Jeremy offers financial planning services to individuals, businesses and investment companies. He also provides portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
11/23/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
FL
04/02/2014 - 02/04/2016
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
FL
09/13/2010 - 03/17/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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