Unclaimed
Jeremy Matthew Rettich is a financial advisor in Brentwood, Tennessee with experience in the financial services industry. Jeremy has been affiliated with Virtue Capital Management, LLC, Summit Capital Solutions LLC, PROEQUITIES, INC. and CENTER STREET SECURITIES, INC.. Jeremy holds Series 63, 65, 7 and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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
TN
10/30/2013 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
TN
09/06/2014 - 10/12/2015
PROEQUITIES, INC. (NASHVILLE TN)
TN
10/28/2008 - 08/06/2014
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
BC
Issued 11/11/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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