Unclaimed
Russel J. Deremer is a financial professional with over 8 years of experience in the financial services industry. Russel is currently registered with J.P. Morgan Securities LLC, a leading investment firm, and is able to provide investment advice in California and Texas. Russel has previously worked for Foreside Fund Services, LLC and Credit Suisse Securities (USA) LLC. Russel holds multiple industry licenses including Series 3, 7, 63, 66, and 87. Russel is committed to providing high-quality financial advice and guidance to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/09/2022 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
NY
04/07/2017 - 12/31/2018
FORESIDE FUND SERVICES, LLC (New York NY)
NY
12/11/2014 - 02/24/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 3 - National Commodity Futures Examination
BC
Issued 06/08/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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