Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Thomas Ciampo is a financial advisor with over 20 years of experience in the industry. Jeremy currently works at Wells Fargo Clearing Services, LLC, and is registered with FINRA and the states of New Jersey and New York. Jeremy is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative. Jeremy has a broad range of experience, including working with individuals, high net worth individuals, corporations, and trusts. Jeremy specializes in investment consulting services, financial planning, pension consulting, and selection of other advisors. Jeremy previously held positions with several other firms including ICICI Securities Inc., Terwin Capital, LLC, Wachovia Securities, LLC, NFB Investment Services Corp., Greenpoint Securities LLC, Commonwealth Associates, and First Union Brokerage Services, Inc.
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
MO
07/23/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
03/27/2008 - 09/11/2008
ICICI SECURITIES INC. (NEW YORK NY)
NY
05/14/2007 - 12/03/2007
TERWIN CAPITAL, LLC (NEW YORK NY)
NY
01/03/2006 - 05/14/2007
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
01/03/2005 - 10/31/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
04/19/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
NY
01/24/2002 - 08/12/2003
COMMONWEALTH ASSOCIATES (NEW YORK NY)
MO
10/01/2000 - 01/22/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
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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