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Jeremey
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Jeremey’s daily duties include processing department paperwork to assure it is complete and compliant and following up with representatives and fund companies. He has a thorough knowledge of broker dealer operations and works closely with the compliance department. Jeremey is the Real Estate Investments and Limited Partnership coordinator. He is also cross-trained with the Transaction Department’s brokerage side, and can take and place trades - stocks, mutual funds, options or bonds or follow up on account inquiries with Pershing or Wedbush. Licenses: Series 4, 7, 24 and 63 Special Interests: enjoys basketball and biking
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