Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Blaine is a financial advisor with Edward Jones. He is licensed to provide investment advice in multiple states, including Missouri, Texas, Illinois, and others. Jeremy has been in the industry since 2002 and has extensive experience with Northwestern Mutual Investment Services, LLC and PNC Investments. Jeremy holds the Series 66, Series 24, Series 10, Series 9, Series 99TO, SIE, and Series 7 licenses, and holds the designation of Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
04/17/2023 - Present
Edward Jones (Creve Coeur MO)
MO
09/04/2014 - 01/31/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
MO
01/29/2014 - 08/14/2014
PNC INVESTMENTS (CLAYTON MO)
MO
04/10/2013 - 01/22/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
09/09/2005 - 03/27/2013
EDWARD JONES (ST LOUIS MO)
NY
05/09/2005 - 08/26/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MO
01/16/2003 - 03/07/2005
EDWARD JONES (ST. LOUIS MO)
MN
02/13/2002 - 01/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/13/2002 - 01/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
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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