Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Goldman is a financial professional with over 25 years of experience in the industry. Jeremy is currently registered with Oppenheimer & Co. Inc., a firm with a long history of providing financial services to a diverse clientele. Jeremy has held previous roles with several other financial institutions, including Icon Capital Group, LLC, Adventix Global Markets LLC, Marco Polo Securities Inc., Stonex Financial Inc., GMP Securities, LLC, Cantor Fitzgerald & Co., RBC Capital Markets Corporation, First Albany Capital Inc., Miller Tabak Roberts Securities, LLC, Miller Tabak Hirsch & Co., Dain Rauscher Incorporated, Alex. Brown & Sons Incorporated, and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/28/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CA
09/08/2023 - 06/18/2024
ICON CAPITAL GROUP, LLC (NEWPORT BEACH CA)
NY
02/23/2024 - 06/04/2024
ADVENTIX GLOBAL MARKETS LLC (HAUPPAUGE NY)
NY
04/17/2023 - 09/01/2023
MARCO POLO SECURITIES INC. (NEW YORK NY)
FL
05/03/2019 - 03/28/2023
STONEX FINANCIAL INC. (Fort Lauderdale FL)
FL
08/08/2018 - 05/03/2019
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
01/02/2013 - 07/12/2018
GMP SECURITIES, LLC (Fort Lauderdale FL)
NY
02/23/2009 - 12/06/2012
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
12/20/2005 - 02/27/2009
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
03/23/2005 - 01/03/2006
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
NY
07/30/1999 - 03/21/2005
MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)
NY
04/20/1999 - 02/10/2000
MILLER TABAK HIRSCH & CO. (NEW YORK NY)
NY
03/17/1998 - 02/18/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
04/09/1997 - 06/24/1997
ALEX. BROWN & SONS INCORPORATED
NJ
04/22/1996 - 02/05/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 05/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 04/15/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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