Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Schneider is a financial advisor with Wells Fargo Clearing Services, LLC in Palm Beach, FL. Jeremy has been working in the industry since 1996. Prior to joining Wells Fargo Clearing Services, LLC, Jeremy was a financial advisor at J.P. MORGAN SECURITIES LLC in Palm Beach Gardens, FL. Jeremy holds Series 7, 55, 57TO, and SIE licenses.
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.
1
2
FL
04/22/2024 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
FL
06/13/2014 - 04/20/2024
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
10/07/2005 - 07/18/2014
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
MD
06/01/2005 - 10/11/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/07/1996 - 08/20/2004
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 06/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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