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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 R Niederstadt is a financial advisor with Sanctuary Advisors, LLC. Jeremy has been in the financial services industry since 1998 and has experience working at multiple firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Jeremy holds the Series 7, Series 31, Series 63 and Series 65 licenses. Jeremy provides financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Jeremy also holds the designation of Certified Financial Planner and Chartered Financial Consultant.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/06/2020 - Present
Sanctuary Advisors, LLC (Danville CA)
CA
04/26/2000 - 03/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
FL
06/17/1998 - 04/15/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
01/23/1998 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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