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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 Lee Suschak is a financial advisor with D.b. Root & Company, LLC. Jeremy has been in the financial industry since 2007 and has experience in various aspects of financial advising, including financial planning, portfolio management, and pension consulting. Jeremy is a Certified Financial Planner and holds a Series 6, Series 7, Series 63, and Series 65 licenses. He is registered with the state of Pennsylvania.
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.
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.
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PA
02/03/2016 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
PA
08/31/2012 - 09/30/2015
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
PA
08/31/2009 - 08/09/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JOHNSTOWN PA)
PA
09/20/2007 - 07/08/2009
WADDELL & REED, INC. (MONROEVILLE PA)
IA
Issued 04/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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