Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Morrison is a financial advisor at Key Investment Services LLC in Ithaca, New York. Jeremy has over 10 years of experience in the financial services industry. Jeremy is registered with FINRA and the state of New York. Jeremy's areas of expertise include investment company products and variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
06/04/2020 - Present
KEY Investment Services LLC (Ithaca NY)
NY
04/02/2019 - 05/12/2020
ALLSTATE FINANCIAL SERVICES, LLC (Ithaca NY)
NY
02/24/2015 - 10/12/2017
NORTH RIDGE SECURITIES CORP. (Ithaca NY)
NY
03/24/2014 - 02/03/2015
MML INVESTORS SERVICES, LLC (PLAINVIEW NY)
NY
05/11/2011 - 02/27/2014
PARK AVENUE SECURITIES LLC (HAUPPAUGE NY)
NY
12/11/2009 - 04/26/2011
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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