Since 2020, Jeremy Dickstein has been working in Wealth Advisory Group 4, 4. This professional is a high-skilled Wealth Management Advisor with over 29 years of work experience. According to Jeremy's CV and work profile, the professional has worked at more than 13 companies with numerous backgrounds and gained different skills. Jeremy attended school at the University of Pennsylvania to 2005. Jeremy Dickstein has the following certificates: Series 8, Series 7, Series 63, Series 65, and Ny/Nj/Ct/De State L/A/H Insurance Licenses. New York, New York is the place where the professional currently lives. You can contact with Jeremy by searching for phone number or email or get full information by requesting access to this person's details.
Name variants:
Jeremiah Dickstein,
Jerry Dickstein
Last updated May 25, 2024
Contact Information
Last Update
Jul 8, 2022
Email
je**@gmail.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Wealth Management Advisor
355 Lexington Ave, New York, NY 10017
from Oct 2020
Head of Business Development
555 Madison Ave, New York, NY 10022
We invest in and facilitate mezzanine venture capital opportunities, both in the primary and secondary markets. Membership in our special purpose vehicle, the M7 Balanced Stage Fund, is open...
Aug 2018 — Feb 2019
Director of Business Development
180 Maiden Ln, New York, NY 10038
We are a licensed direct lender providing term loans & lines of credit to well-qualified borrowers nationwide. Loans are structured based on creditworthiness, business cash flow and RE colla...
from 2019
Senior Managing Director
45 Broadway, New York, NY 10006
Headed up the Private Wealth Management division of the firm. Tasked to help transactional Wealth Advisors to migrate clients to a fee-based advisory platform. The Department of Labor’s rece...
May 2017 — Aug 2018
Regional Sales Director
New York
Business consulting and brokerage boutique for the wide and expansive private business world. Our clientele reside between Main Street and Wall Street with sales ranging from $4,000,000 to $...
2017 — Aug 2018
Benefits Advisor
1932 Wynnton Rd, Columbus, GA 31999
Working with business owners in a B2B platform to offer employees voluntary benefits. Recruited to work with the Financial Advisors of a large, institutional client of AFLAC. Voluntary benef...
from Apr 2017
Global Wealth Advisor
410 Park Aveneu FLOOR 12TH, New York, NY
We are an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial institution. We are a Women-Owned Business...
Nov 2014 — Dec 2016
President and Chief Investment Officer
Chantico Advisors LLC was founded in 2013. Since 1997 our team has managed alternative investments for high net worth individuals. In 2013 we started to apply our expertise in alternatives t...
Jan 2014 — Jul 2015
Financial Advisor
New York, NY
Merrill Lynch/Bank of America - Financial Advisor ( June 2011 to January 2014 - New York, NY). Recruited to join the largest ML branch office in their system (185 FAs). Continued to build a ...
2011 — 2014
Director of Business Development Communications and Varied Field Sales and Branch Management Roles
1585 Broadway, New York, NY 10003
1996 — 2009
Education
upto
1984 — 1988
1978 — 1984
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Executive
Chairperson
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Financial Services
Wealth Management
Investments
Business Development
Series 7
Portfolio Management
Leadership
Mutual Funds
Management
Alternative Investments
Finance
Asset Allocation
Equities
Series 63
Investment Advisory
Asset Management
Securities
Marketing
Financial Advisory
Investment Strategies
Capital Markets
Retirement Planning
Relationship Management
Sales
Etfs
Fixed Income
Series 65
Financial Planning
Strategic Financial Planning
Trading
Hedge Funds
Options
Financial Analysis
Risk Management
Team Building
Uniform Combined State Law
Finra
Securities Regulation