Unclaimed
Jeremy Wilder is a financial professional with over four years of experience in the industry. Currently, Jeremy is registered with Kingswood Capital Partners, LLC and holds Series 7, 24, and 63 licenses. Previously, Jeremy worked at Benchmark Investments, LLC. Jeremy is registered to conduct business in New York and New Jersey.
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.
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.
1
2
NY
02/02/2021 - Present
Kingswood Capital Partners, LLC (New York NY)
NY
04/11/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
BC
Issued 04/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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