Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Silliman Albrecht is a financial advisor with Edelman Financial Engines. Jeremy has been in the financial services industry since 2003 and has a Series 6, 7, 63, and 65. He specializes in providing financial planning, investment management, and pension consulting to individuals, businesses, and charitable organizations. Jeremy has worked with various financial firms throughout his career, including EF Legacy Securities, LLC, Sanders Morris Harris LLC, Independence Capital Co., Inc., Park Avenue Securities LLC, and NYLIFE Securities Inc. Jeremy is a valuable resource for clients seeking financial guidance and investment management expertise.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
11/01/2018 - Present
Edelman Financial Engines (COLUMBUS OH)
OH
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COLUMBUS OH)
OH
08/10/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COLUMBUS OH)
OH
04/05/2010 - 09/28/2010
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
OH
01/22/2009 - 08/18/2009
PARK AVENUE SECURITIES LLC (DUBLIN OH)
CA
07/06/2007 - 03/14/2008
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
12/20/2003 - 08/02/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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