Unclaimed
Jeremy Cooley is a financial advisor with Mesirow Financial, Inc. Jeremy has been in the financial services industry since 2012. Jeremy is licensed to sell securities in multiple states. Jeremy is a Series 7 and SIE licensed professional. Jeremy has worked at several other financial institutions in the past, including Resolute Investment Distributors, Inc., Foreside Fund Services, LLC, Ridgeworth Distributors LLC, and Transamerica Financial Advisors, Inc.
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.
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.
1
2
IL
01/20/2022 - Present
Mesirow Financial, Inc. (CHICAGO IL)
TX
02/28/2018 - 01/12/2022
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (IRVING TX)
GA
06/09/2017 - 03/01/2018
FORESIDE FUND SERVICES, LLC (Dunwoody GA)
GA
11/26/2012 - 05/02/2017
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
FL
11/21/2011 - 07/25/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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