Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Woolcott is a financial professional with over 25 years of experience in the financial services industry. Jeremy is currently registered with Fifth Third Securities, Inc. and is licensed to offer investment advice and securities in 46 states and territories. Previously, Jeremy was registered with MetLife Securities Inc. and Metropolitan Life Insurance Company in Massachusetts and New York. Jeremy holds a variety of licenses and designations including Series 7, 9, 10, 55, 63, and 65, as well as the SIE. Jeremy's focus is on providing investment advice and portfolio management to individuals, high net worth individuals, businesses, and corporations. Jeremy specializes in providing financial planning and investment advice 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
02/20/2003 - Present
Fifth Third Securities, Inc. (DETROIT MI)
MA
11/25/2002 - 01/29/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/25/2002 - 01/29/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
08/28/1995 - 04/22/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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