Jeremiah Richard Fink
Professional Summary
Jeremiah Richard Fink, who also goes by Jeremy Fink, was a registered financial advisor. Jeremiah was a previously registered financial advisor and started their career in finance 1999 - 2008. Jeremiah had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeremy Fink
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
AMIC | ASSET MANAGEMENT AND INSURANCE CONSULTANTS OF FRANKFURT, INC. | ASSET MANAGEMENT AND INSURANCE CONSULTANTS OF FRANKFORT, INC | AMICADVISORS INC | AMIC ADVISORS, INC.
Contact Information
Main Address
Estero, FLPhone Number
(708) 912-2001# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$2,640,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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