Unclaimed
Jeremy Micheal Smythe is a financial advisor who has been in the industry since January 2005. Smythe is a registered representative with Ameriprise Financial Services, LLC and holds Series 7, Series 66, and SIE licenses. Smythe is also an Investment Advisor Representative in Ohio and Texas and has been with Ameriprise for over 19 years. Previously, Smythe was a registered representative with IDS LIFE INSURANCE COMPANY in Minneapolis, MN.
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.
Asset allocation services
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.
1
2
OH
01/22/2019 - Present
Ameriprise Financial Services, LLC (Columbus OH)
MN
01/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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