Jeremy Lindquist
Jeremy Lindquist is a registered investment advisor at MML Investors Services, LLC, based in Melbourne, FL, with 18 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
930 S Harbor City Blvd, Suite 503, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2024Customer Dispute
January 2017Customer Dispute
December 2013Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Jeremy sells individual life insurance products, dedicating minimal time to this activity. He is also a managing member of Sky Peak Business Strategies (consulting) and the owner of Pegasus Bookkeeping and Accounting, spending a few hours per week on each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Nylife Securities LLCBroker
Fidelity Brokerage Services LLCBroker
Nylife Securities INC.Broker
State Registrations15 states
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.
Exams
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