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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 Girard is an active investment advisor representative with Osaic Wealth, Inc. Jeremy has been in the industry since June 4, 2005. Jeremy is registered with the Securities and Exchange Commission and has a Series 6, 7, 10, 24, 63, and 66 licenses. Jeremy also holds the SIE exam designation. Jeremy has experience working with high net worth individuals, individuals other than high net worth, and charitable organizations. Jeremy has a total of 53 approved state registrations and one approved Investment Advisor state registration. Jeremy currently works with Osaic Wealth, Inc. located in LAVISTA, NE and provides investment advisory services such as financial planning, educational seminars, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jeremy's previous employment history includes roles at Securities America, Inc., Investment Centers of America, Inc., SII Investments, Inc., Northwestern Mutual Investment Services, LLC, Associated Investment Services, Inc., Scottrade, Inc., and Thrivent Investment Management Inc.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LAVISTA NE)
WI
08/27/2018 - 06/14/2024
SECURITIES AMERICA, INC. (MENASHA WI)
WI
04/05/2017 - 02/20/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
04/05/2017 - 02/20/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
08/07/2012 - 03/31/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
02/19/2009 - 07/25/2012
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
02/20/2008 - 12/05/2008
SCOTTRADE, INC. (MILWAUKEE WI)
WI
03/04/2003 - 08/22/2006
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 08/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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