Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Wittenberg is a financial advisor at Douglas C. Lane & Associates. Jeremy has been in the financial industry for over 10 years and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 66, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
A percentage of the total value of assets under management is charged.
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NY
06/26/2024 - Present
Douglas C. Lane & Associates (NEW YORK NY)
NY
03/08/2017 - 03/29/2021
JEFFERIES LLC (NEW YORK NY)
NY
05/27/2014 - 03/10/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 07/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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