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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 Phillips is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Wayzata, MN. Jeremy is also a board member of the Children's Workshop Montessori in Long Lake, MN, where Jeremy helps the school with human resources and staffing-related activities. Jeremy is registered to provide securities and investment advisory services in 16 states, including Minnesota and Texas. Jeremy has been in the securities industry for over 12 years and has successfully completed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7TO), and the Uniform Combined State Law Examination (Series 66).
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.
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.
1
2
MN
07/10/2023 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
BOTH
Issued 07/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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