Jeremy DickCRD Number: 3164653
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Jeremy Dick (CRD# 3164653) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Omaha, NE and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Bancwest Investment Services||Omaha, NE||Jan 2015 - Current||2|
|Bennington Soccer Club||Bennington, NE||Sep 2009 - Current||8|
|Arbor Point Advisors||La Vista, NE||Oct 2012 - Jan 2015||2|
|Jeremy Dick||Omaha, NE||Nov 2001 - Jan 2015||13|
|Securities America Advisors, Inc.||Omaha, NE||Mar 2000 - Jan 2015||14|
|Securities America, Inc.||Omaha, NE||Jan 1998 - Jan 2015||17|
|Everbank||Jacksonville, FL||Nov 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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