Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Yuster is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the industry. Jeremy is registered to provide investment advice in 27 states and the District of Columbia. His previous experience includes working for Susquehanna Financial Group, LLLP and Lehman Brothers Inc. Jeremy holds Series 7, 63 and 66 licenses, and has a strong background in portfolio management for both individuals and businesses. Jeremy is also a licensed insurance agent. He is committed to providing his clients with personalized 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/23/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
PA
11/08/2002 - 11/12/2004
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
NY
10/07/1998 - 06/20/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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