Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Ross Intihar is a financial professional with over 10 years of experience in the financial services industry. Jeremy is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and specializes in providing financial planning and portfolio management services for individuals, families, and small businesses. Jeremy's previous experience includes positions with Brighthouse Securities, LLC and MetLife Securities, Inc., demonstrating his commitment to serving clients in the Charlotte area.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/05/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/06/2017 - 10/25/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
06/30/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
11/01/2011 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 04/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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