I'm Jeremy Perry Blaine

I'm a Stock Trader.

I'm Regulated by FINRA.

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About Me

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Hi, I'm Jeremy Perry Blaine, a regulated trader with over 24 years of experience in the financial markets.

My passion for investing began when I was 12 years old, saving my allowance to buy my first share of stock with my dad’s help. Since then, trading has been my passion and my career. As I grew older, I fully immersed myself in trading, and I’ve been trading for the past 24 years. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I take great pride in helping people plan for and achieve their financial and life goals. I use a holistic approach, showing clients how their goals and strategies are interconnected, identifying opportunities for efficiency, and helping them avoid potential pitfalls.

On a personal note, I’m grateful to be married to an amazing wife, a proud father of four wonderful children, and to be doing what I love every day. I would welcome the opportunity to learn more about your goals and explore if we’re a good fit for each other..

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Summary

Resume

My Principal Examinations

2002 - 2005

Principal/Supervisory Exam

FINRA

The Series 24 exam, also known as the General Securities Principal Examination, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States.

2005 - 2023

General Industry/Products Exam

FINRA

The General Industry/Products Exam, also known as the Series 6 exam, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States. The exam is designed to test the knowledge and skills required to sell investment company securities, variable annuities, and insurance products, such as life, health, and long-term care insurance. It is intended for individuals who want to become investment company and variable contracts products representatives, or those who are already registered with FINRA as a general securities representative (Series 7).

2014

State Securities Law Exam

FINRA

The Series 66 exam, also known as the Uniform Combined State Law Examination, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States. The exam is designed to test the knowledge and skills required to become an investment adviser representative and a securities agent. It covers topics related to both federal and state securities laws and regulations. It is intended for individuals who want to provide investment advice or sell securities products, including mutual funds, variable annuities, and direct participation programs.

My Professional Examinations

2023

Series 99TO - Operations Professional Examination

FINRA

The Series 99TO exam, also known as the Operations Professional Examination, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States. The exam is designed to test the knowledge and skills required to perform back-office operational functions in the securities industry. It covers topics related to regulatory requirements, trade clearance and settlement, account and record maintenance, and customer service. It is intended for individuals who work in operations or support roles in the securities industry.

2005

Series 10 - General Securities Sales Supervisor - General Module Examination

FINRA

The Series 10 exam, also known as the General Securities Sales Supervisor - General Module Examination, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States. The exam is designed to test the knowledge and skills required to supervise and manage the activities of general securities sales personnel. It covers topics related to securities products, securities markets, customer accounts, and regulatory requirements. It is intended for individuals who want to become general securities sales supervisors or who are already registered with FINRA as general securities sales representatives (Series 7).

2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

FINRA

The Series 9 exam, also known as the General Securities Sales Supervisor - Options Module Examination, is a securities license exam administered by the Financial Industry Regulatory Authority (FINRA) in the United States. The exam is designed to test the knowledge and skills required to supervise and manage the activities of options sales personnel. It covers topics related to options products, options markets, customer accounts, and regulatory requirements. It is intended for individuals who want to become options sales supervisors or who are already registered with FINRA as options sales representatives (Series 7).

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4 Cityplace Dr Ste 180, Creve Coeur, MO 63141.

chat@tradewithjeremy.com

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