Unclaimed
Jeremy Laub is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Jeremy Laub has 23 years of experience in the securities industry. Jeremy Laub is licensed in Arizona, California, Florida, Nevada, Oklahoma, Texas, and Utah. Jeremy Laub has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the General Securities Principal Examination, and the Securities Industry Essentials Examination.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
01/10/2022 - Present
Cambridge Investment Research Advisors, Inc. (El Cajon CA)
CA
01/18/2013 - 12/31/2017
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
09/02/2008 - 01/30/2013
SII INVESTMENTS, INC. (SAN RAMON CA)
CA
07/28/2006 - 09/02/2008
SECURITIES SERVICE NETWORK, INC. (SAN DIEGO CA)
CA
04/03/2001 - 07/28/2006
FSC SECURITIES CORPORATION (AUSTIN CA)
MO
01/09/2001 - 03/08/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
10/05/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
FL
01/25/1999 - 09/08/1999
GSG SECURITIES, INC. (BOCA RATON FL)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Laub is the right advisor for you? Invested Better is here to help.