Jeremy began his career at Pinnacle Investments after earning his bachelor’s degree from the University of Buffalo in 2015. Jeremy works with a team of advisors with a focus on servicing and educating participants in retirement plans across New York state. With a primary focus on the retirement space, Jeremy has a vast wealth of knowledge in the 401(k), 403(b), and deferred compensation space. Jeremy is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 63), and is a General Securities Principal (Series 24).
Check the background of this investment professional on FINRA’s BrokerCheck.