Unclaimed
Jermy Michael Jett is a registered representative with Concourse Financial Group Securities, Inc. Jermy has been in the industry since 1999. Jermy is a Series 7 and 63 licensed advisor and has passed the Series 4, 24 and 55 examinations. Jermy is registered in 51 states and is active in both the broker-dealer and investment advisor space.
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.
1
2
AL
03/22/1999 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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