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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Michael Kittoe is a financial advisor registered with Morgan Stanley. Jeremy has over 22 years of experience in the financial industry. Jeremy provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Jeremy holds multiple securities licenses and is registered in numerous states, including Wisconsin, Texas, and several others.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
09/22/2022 - Present
Morgan Stanley (Green Bay WI)
WI
02/05/2019 - 09/12/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
11/22/2000 - 03/08/2018
SCOTTRADE, INC. (APPLETON WI)
NJ
03/07/2000 - 10/04/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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