Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Clark is a financial advisor at Osaic Advisory Services, LLC. Jeremy has been in the financial industry since 1998, serving individuals and families. Jeremy has worked with various firms over the years, including Lincoln Investment, Sanders Morris Harris Inc., and Securities America, Inc. Jeremy offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jeremy is committed to helping clients reach their financial goals.
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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GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OH
10/04/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
06/01/2012 - 10/05/2023
LINCOLN INVESTMENT (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
09/03/2009 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
08/08/2008 - 08/20/2009
NRP FINANCIAL, INC. (CLEVELAND OH)
OH
02/01/2006 - 08/11/2008
GIRARD SECURITIES, INC. (CLEVELAND OH)
SC
06/02/2000 - 02/02/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
05/07/1998 - 05/15/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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