Best Investors Account Sign in

Jeremiah Thomas Morell

Hantz Financial Services, Inc.

Davison, MI

CRD 4492834

Claim This Profile
Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hantz Financial Services, Inc.

26200 American Drive Fifth Floor, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2015-06-08
OH RA APPROVED 2011-11-14
MI RA APPROVED 2011-05-19
  • NC RA
    APPROVED
    Since 2015-06-08
  • OH RA
    APPROVED
    Since 2011-11-14
  • MI RA
    APPROVED
    Since 2011-05-19

Branch Locations

625 South State Road, Davison, MI 48423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hantz Financial Services Southfield MI 06/2002 Present
  • 06/2002 → Present
    Hantz Financial Services
    Southfield, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-16
S63 Uniform Securities Agent State Law Examination 2002-04-19
  • S66 Uniform Combined State Law Examination
    2011-05-16
  • S63 Uniform Securities Agent State Law Examination
    2002-04-19
Other Names
  • Jay Thomas Morell
  • Jeremiah Thomas Morrell

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Davison, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor