MG&A Blog

Oftentimes, we come across information that’s mind expanding and even mind blowing. We share these thought provoking insights with each other around the office and from time to time want to share them with you. Look for our posts every so often and feel free to share your thoughts.

Jeremy moved to Florida from Ohio and joined Meg Green & Associates in 2009. He has over 12 years of experience in financial services in the independent channel. He works with high net worth client families as well as their children and grandchildren to assist with investment and retirement planning. Additionally, he assists the other wealth managers with relationship management, online reporting, and oversees the firm's website and social media updates.


 


Jeremy is a graduate of Hiram College in Ohio with a Bachelor's degree in Business Management, Finance & Accounting. He holds the FINRA Series 7 and FINRA Series 66 registrations, is a registered representative of Sterne Agee Financial Services, Inc. and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc.


 


Prior to joining Meg Green & Associates, Jeremy was a financial advisor with a Cincinnati-based independent investment advisory firm and a branch supervisor at a regional commercial bank.


 


Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Feed Your Inner Science Geek

From the origins of life to the greatest mysteries in the universe, feed your inner science geek with these free online science courses!

http://www.iflscience.com/editors-blog/learn-about-climate-change-supernovae-and-human-evolution-free-these-online-courses

 

Continue reading
447 Hits
0 Comments

Navigation Links

Featured News

Blog

Disclosure

Securities offered through Sterne Agee Financial Services, Inc., Member FINRA and SIPC.

Read More

 

Company Details

Miami Office
Less than a mile east of I-95
2627 Ives Dairy Road
Suite 201
Miami, FL 33180

T: 305.931.1400
     800.741.2004
F: 305.931.6256