Unclaimed
Jeremy Fletcher is a financial advisor with BlackRock Investment Management, LLC. Jeremy has been in the financial services industry since 2016. Jeremy is registered as a broker-dealer in 53 states and as an investment advisor in 2 states. Jeremy has passed the Series 6, 7, 24, 66, and SIE exams. Jeremy specializes in investments for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/21/2018 - Present
Blackrock Investment Management, LLC (Boston MA)
TX
01/20/2016 - 04/11/2018
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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