Unclaimed
Jeremy Schmidt is a financial advisor with Wells Fargo Securities, LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 79TO and SIE licenses. He is licensed to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. He has been in the securities industry since May 9, 2022. Jeremy's current location is Irvine, CA.
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
CA
05/10/2022 - Present
Wells Fargo Securities, LLC (Irvine CA)
BC
Issued 01/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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