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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Nelson is a financial advisor with Morgan Stanley, working in the Gilbert, AZ branch office. Jeremy has been working in the financial services industry since 2017. Previously, Jeremy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy Nelson is registered in 53 states and the District of Columbia, including Arizona and Texas. Jeremy holds FINRA Series 7, 9, 10 and 66 licenses. Jeremy holds a Securities Industry Essentials (SIE) certification. Jeremy offers investment advisory services including financial planning, pension consulting, educational seminars, and selection of other advisors. Jeremy works with a range of client types, including individuals, high-net-worth individuals, corporations, institutions, investment companies, and retirement plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
01/03/2024 - Present
Morgan Stanley (Gilbert AZ)
AZ
08/09/2017 - 12/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 10/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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