Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Hickey is a financial advisor with over 20 years of experience in the financial services industry. Jeremy has been registered with Wells Fargo Clearing Services, LLC since October 2016. Before joining Wells Fargo Clearing Services, LLC, Jeremy worked at PNC Investments, NBC Securities, Inc., Wachovia Securities, LLC and American Express Financial Advisors Inc. Jeremy holds FINRA Series 7, Series 66, and SIE licenses and is registered to provide investment advice in 17 states. Jeremy's specializations include working with high-net-worth individuals, corporations, and other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/04/2016 - Present
Wells Fargo Clearing Services, LLC (CLERMONT FL)
FL
11/23/2011 - 10/05/2016
PNC INVESTMENTS (CLERMONT FL)
FL
04/07/2006 - 11/10/2011
NBC SECURITIES, INC. (DAVENPORT FL)
MO
08/19/2005 - 04/18/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
03/19/2004 - 02/04/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/2004 - 02/04/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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