Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Brierley is an investment advisor representative registered with M1 Finance. Jeremy has been in the industry since 2009 and has experience with W&S Brokerage Services, Inc., Touchstone Securities, Inc., Fifth Third Securities, Inc., Citigroup Global Markets Inc., and Citicorp Investment Services. Jeremy has been registered as an investment advisor representative in Illinois and Kentucky. Jeremy holds Series 7, 52, 53, 63, 65, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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KY
04/25/2024 - Present
M1 Finance (Union KY)
OH
12/03/2021 - 01/05/2023
W&S BROKERAGE SERVICES, INC. (Cincinnati OH)
OH
11/07/2018 - 01/05/2023
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
11/08/2007 - 12/12/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
05/29/2007 - 11/20/2007
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
04/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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