Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Clark is a financial professional with over 9 years of experience in the financial services industry. Jeremy is currently registered with Fidelity Brokerage Services LLC and holds FINRA Series 7, 9, 10, 63, and SIE licenses. Jeremy has previously been registered with CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC. and NATIONAL FINANCIAL SERVICES LLC. Jeremy Clark has a comprehensive understanding of the financial markets and a proven track record of success in providing investment advice and guidance.
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.
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2
TX
11/03/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/10/2018 - 10/05/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
06/15/2017 - 06/22/2018
TD AMERITRADE, INC. (Southlake TX)
TX
06/24/2015 - 05/31/2017
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/26/2013 - 05/19/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/07/2013 - 10/24/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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