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. Tshudy is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has been in the industry since 2009. Jeremy is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and is also registered with the Financial Industry Regulatory Authority (FINRA). Jeremy has a Series 7, Series 66 and SIE license. Jeremy's previous employer was Edward Jones. Jeremy has expertise in Fixed Annuities, Mutual Funds, Stocks, Options, Retirement Plans & Annuities, and Variable Annuities. Jeremy is a registered representative in 34 states and the District of Columbia.
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
PA
02/12/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YORK PA)
MO
05/26/2009 - 06/18/2009
EDWARD JONES (ST. LOUIS MO)
PA
02/05/2009 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
BOTH
Issued 10/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
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
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