Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy R. Gussick is a financial advisor with over 20 years of experience in the industry. Jeremy is currently registered with LPL Financial LLC in VOORHEES, NJ. Jeremy has a wide range of experience working with individuals, families, and businesses. Jeremy specializes in financial planning, portfolio management, and investment advisory services. Jeremy is also a Certified Financial Planner and holds Series 63, 65, 7, and SIE licenses. Jeremy is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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
NJ
08/26/2019 - Present
LPL Financial LLC (VOORHEES NJ)
PA
02/21/2006 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (WILLOW GROVE PA)
MD
01/04/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/01/2003 - 11/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/02/2001 - 08/29/2003
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 01/02/2001
HUNTER SPECIALISTS, LLC (NEW YORK NY)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Gussick is the right advisor for you? Invested Better is here to help.
