Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Leediker is a financial advisor who is registered with Wells Fargo Clearing Services, LLC, and is located in Houston, TX. Jeremy has been working in the financial services industry since May 16, 2008. Jeremy has passed the Series 7, Series 6, Series 63 and Series 66 exams. Jeremy has been registered with Wells Fargo Clearing Services, LLC since January 14, 2016. Prior to that, Jeremy was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp.
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.
Investment consulting services to institutional clients
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.
1
2
TX
01/14/2016 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
04/25/2012 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
05/08/2008 - 04/25/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 08/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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