Unclaimed
Jermeir Lechet Jackson Stroud is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jermeir has been in the financial industry since 2019. Jermeir is a licensed investment advisor representative in Georgia and Texas. Jermeir also holds Series 7, Series 63, Series 65, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
10/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
12/14/2021 - 08/24/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
08/27/2020 - 10/20/2021
MML INVESTORS SERVICES, LLC (Peachtree Corners GA)
GA
04/01/2019 - 08/10/2020
NYLIFE SECURITIES LLC (ATLANTA GA)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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