Unclaimed
Jeremy Usedom is a financial professional with over 15 years of experience in the securities industry. He has a strong track record of success in providing investment advice and guidance to clients. Jeremy is currently registered with Assetmark Brokerage, LLC and has previously been associated with Capital Brokerage Corporation and Assetmark Capital Corporation. He holds the Series 7, Series 24, and SIE licenses.
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.
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.
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2
CA
08/15/2014 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
04/01/2008 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (CONCORD CA)
CA
12/19/2007 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
BC
Issued 03/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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