Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy M. Kellem is a financial advisor with over 15 years of experience in the financial services industry. Jeremy has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2014. Prior to that, Jeremy was with Morgan Stanley, where he held various positions from 2007-2014. Jeremy is licensed to provide financial advice in several states, including Illinois, Texas and many others. Jeremy specializes in providing financial advice and portfolio management 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
07/02/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEORIA IL)
IL
06/01/2009 - 07/21/2014
MORGAN STANLEY (PEORIA IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEORIA IL)
IL
10/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PEORIA IL)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Kellem is the right advisor for you? Invested Better is here to help.
