Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lindquist is a financial advisor currently registered with MML Investors Services, LLC. Jeremy is a registered representative and investment advisor representative. Jeremy has been in the securities industry since March 2008. Jeremy is licensed to conduct business in several states, including Florida, New Hampshire, and Texas.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
10/06/2022 - Present
MML Investors Services, LLC (MELBOURNE FL)
NH
06/14/2010 - 08/12/2011
NYLIFE SECURITIES LLC (BEDFORD NH)
RI
06/21/2000 - 10/15/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
05/26/1999 - 05/11/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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