Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Schusterman is a financial professional with over 13 years of experience in the financial services industry. Jeremy is currently registered with Equitable Distributors, LLC in Charlotte, North Carolina. Jeremy is also registered with the states of Florida, Georgia, Maryland, New York, Ohio, Virginia, West Virginia, and Wisconsin. Jeremy holds the Series 6, Series 63, and SIE licenses.
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.
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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2
NC
08/15/2011 - Present
Equitable Distributors, LLC (Charlotte NC)
CT
03/05/2007 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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