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 Robert is a financial advisor registered with Baker Tilly Wealth Management, LLC. Jeremy is a Chartered Financial Analyst with over a decade of experience in the financial services industry. Previously, Jeremy was with Donegal Securities, Inc., MML Investors Services, LLC and Hornor, Townsend & Kent, Inc.. Jeremy's areas of specialization include financial planning, retirement planning, investment management, insurance, and estate planning. He is committed to providing clients with personalized advice and services to help them achieve their financial goals.
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.
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.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/03/2022 - Present
Baker Tilly Wealth Management, LLC (Tewksbury MA)
MA
01/15/2014 - 10/06/2017
DONEGAL SECURITIES, INC. (WELLESLEY MA)
MA
04/22/2013 - 12/06/2013
MML INVESTORS SERVICES, LLC (DANVERS MA)
MA
08/30/2011 - 03/22/2013
HORNOR, TOWNSEND & KENT, INC. (BOSTON MA)
IA
Issued 04/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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