Unclaimed
Jeremy Robert Feucht is an investment advisor representative with Osaic Wealth, Inc. Jeremy has been in the financial services industry since 1996. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and has multiple licenses including Series 7, 24, 51, 63, and 66. Jeremy provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Jeremy also specializes in pension consulting and educational seminars.
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.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
10/16/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
11/15/2000 - 10/20/2017
NATIONAL PLANNING CORPORATION (FOND DU LAC WI)
TX
07/23/1996 - 11/16/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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