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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Sundance David is an Investment Advisor Representative who is currently registered with Little House Capital, LLC in Massachusetts. Jeremy has been in the securities industry for over 20 years. Prior to Little House Capital, LLC, Jeremy was employed at IFMG Securities, Inc. and AXA Advisors, LLC. Jeremy has passed the Series 6, 7, 63 and 65 exams. Jeremy is a Certified Financial Planner. Jeremy is a member of the Little House Capital, LLC team that manages over $600 million in assets for individuals, corporations, high net worth individuals, pension plans, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and pension consulting.
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.
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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MA
12/12/2017 - Present
Little House Capital, LLC (BRAINTREE MA)
NY
10/02/2001 - 07/18/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
08/25/1999 - 10/02/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/25/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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