Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Ryan Diem is a financial advisor with over 15 years of experience in the financial services industry. Jeremy has a strong background in investment advisory and securities trading. He currently works with Vigilant Distributors, LLC. In the past, Jeremy has worked for firms including Grandfund Investment Group, LLC, Hartford Life Distributors, LLC, and Directed Services LLC. He is licensed to offer investment advisory services in Pennsylvania. Jeremy is a Series 65, Series 63, Series 26, Series 7TO, SIE, Series 22, and Series 6 licensed financial advisor.
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.
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.
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2
PA
12/23/2019 - Present
Vigilant Distributors, LLC (West Conshohocken PA)
PA
04/19/2012 - 01/02/2018
GRANDFUND INVESTMENT GROUP, LLC (HAVERFORD PA)
PA
01/12/2011 - 07/25/2011
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
PA
02/25/2004 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 04/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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