Jeremy BeitelCRD Number: 3005952
Current Firm: Securities America Advisors, Inc.
Jeremy Beitel (CRD# 3005952) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cheshire, CT and has over 24 years of experience in the finance industry. Jeremy Beitel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Milestone Asset Management Group, LLC
|Securities America Advisors||Cheshire, CT||Dec 2021 - Current||< 1|
|Securities America, Inc.||Cheshire, CT||Dec 2021 - Current||< 1|
|Lpl Financial||Guilford, CT||Sep 2009 - Dec 2021||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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