Jeremy Goldstein is a ChFC-designated registered investment advisor, based in Troy, MI, with 33 years of industry experience.
Location
2565 West Maple Rd, Troy, MI, 48084
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy works as an investment advisor representative (IAR) at Secure Asset Management and is involved with Secure Investors Group, focusing on fixed insurance sales, dedicating nearly full-time and about 10-20% of his time respectively. He also does business as Goldstein Financial Group, focusing on fixed insurance sales, dedicating about half his time.
Employment History
Current Registrations
Aurora SecuritiesBroker
Secure Asset Management, L.L.C.
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.