JM
Jeremy Modell
from Clarkston Capital Partners, LLC
Jeremy Modell is a financial advisor based in Michigan, Rochester,
with 14 years of experience. Jeremy currently works for
Clarkston Capital Partners, LLC.
Jeremy maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Modell works at Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC is a financial advisory firm based in Rochester, Michigan. It currently has approximately $6,498,273,358 of assets under management and employs about 37 people. Clarkston Capital Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
303 East Third St, Suite 110, Rochester, Michigan, 48307
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