Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Burch is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeremy has over 20 years of experience in the financial services industry. Jeremy has a broad range of experience including working with Morgan Stanley, UBS Financial Services Inc. and Wells Fargo Advisors LLC. Jeremy is a Series 7, 31 and 66 licensed advisor and holds a SIE certification. Jeremy has a history of advising individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Jeremy is registered in multiple states including Texas, Florida, and Arizona.
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
FL
09/26/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
06/01/2009 - 02/03/2016
MORGAN STANLEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/17/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NJ
04/14/2000 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2000
Series 7 - General Securities 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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