Jeremy
Goldstein
Secure Asset Management, L.L.C
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About this Advisor
Jeremy Goldstein is a financial advisor based in Troy, Michigan, working with Secure Asset Management, L.L.C. Jeremy has previously held positions at Sagepoint Financial, Foresters Equity, Secure Asset Management, L.L.C, Fesco, Sagemark/Aig, and Aurora Securities. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Jeremy is part of Secure Asset Management, L.L.C, which operates out of Troy, Michigan. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeremy Goldstein Work History
Secure Asset Management, L.L.C
Aurora Securities
Foresters Equity
Fesco
Sagepoint Financial
Sagemark/Aig
Disclosures
Please visit the SEC profile of Jeremy Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Asset Management, L.L.C
Troy, MI
Granada Hills, CA
Troy, MI
Bloomfield Hills, MI
Colorado Springs, CO
Troy, MI
San Francisco, CA
Bloomfield, MI
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