Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Todd Zeichner is a financial professional with over 20 years of experience in the industry. Jeremy has worked at several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Investment Services, Inc., and TIAA-CREF Individual & Institutional Services, LLC. Currently, Jeremy is a registered representative with Charles Schwab & CO., Inc., a well-known financial services company. Jeremy holds a Series 7, 6, 10, 9, 63, and 66 license. Jeremy is also a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Jeremy is currently registered in 47 states and the District of Columbia. Jeremy's expertise includes providing financial planning and investment advice to individual clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
07/11/2013 - Present
Charles Schwab & CO., Inc. (Bloomington IN)
IN
07/17/2009 - 07/05/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON IN)
FL
04/13/2004 - 06/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
NC
03/06/2001 - 04/07/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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