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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 Massullo is an investment advisor representative at Concurrent Investment Advisors, LLC. Jeremy has been in the financial services industry since August 2016 and has experience working at various firms, including Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Jeremy holds a Series 66, Series 9, Series 10, SIE, and Series 7 license. Jeremy specializes in providing financial planning, portfolio management, and selection of other advisors. Jeremy has a background in providing financial services to high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Jeremy has been with Concurrent Investment Advisors, LLC since May 2023.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
06/02/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
06/15/2023 - 11/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
FL
11/27/2017 - 06/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
11/17/2016 - 11/03/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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