Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Nathan Wiss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Culver City, CA. Jeremy has been in the financial services industry since November 2011. Jeremy has Series 6, 7, 63 and 65 licenses and holds the SIE certification. Jeremy is registered to provide investment advisory services in California and Texas. Jeremy has previous experience with MML INVESTORS SERVICES, LLC, Fraser Financial, Mass Mutual, and Noble Wealth Partners. Jeremy is also a licensed insurance agent.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Culver City CA)
CA
06/16/2011 - 08/02/2018
MML INVESTORS SERVICES, LLC (BEVERLY HILLS CA)
IA
Issued 03/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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