Jeremiah Figueroa (CRD# 7606596) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 6480437
Equitable Advisors, LLC
CRD# 2650834
Convergence Investment Partners, LLC
CRD# 4359773
Cresset Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc. | Johnston, RI | May 2023 - Current | 1 |
| Fidelity Investments LLC | Smithfield, RI | Jul 2022 - May 2023 | < 1 |
| Red Rose Pizza | Springfield, MA | Jun 2022 - Jul 2022 | < 1 |
| Massachusetts College Of Liberal Arts | North Adams, MA | Sep 2018 - Jun 2022 | 3 |
| Big Y Foods | West Springfield, MA | Jan 2018 - May 2022 | 4 |
| Enterprise Rent A Car | Windsor Locks, CT | Jun 2021 - Jul 2021 | < 1 |
| High School | Springfield, MA | Sep 2014 - Jun 2018 | 3 |
| Mcdonalds | Springfield, MA | Jan 2017 - Jan 2018 | 1 |
| Unemployed | Springfield, MA | Oct 2016 - Jan 2017 | < 1 |
| Accesso | Agawam, MA | Apr 2016 - Sep 2016 | < 1 |
| Middle School | Springfield, MA | Jan 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.