Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Michael Smith is a registered representative with Pacific Select Distributors, LLC, located in Newport Beach, California. Jeremy has been in the financial services industry since December 2001. He is licensed in New York. Jeremy has held past registrations with NYLIFE DISTRIBUTORS LLC, PRINCIPAL FUNDS DISTRIBUTOR, INC., IFMG SECURITIES, INC. and A I M DISTRIBUTORS, INC.
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.
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.
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2
CA
12/17/2010 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NJ
03/09/2009 - 11/23/2009
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
IA
12/07/2007 - 02/03/2009
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NY
02/15/2005 - 12/11/2007
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
12/19/2003 - 01/20/2005
IFMG SECURITIES, INC. (PURCHASE NY)
TX
05/05/2000 - 08/04/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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