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Jeremy Benjamin Goldstein

Secure Asset Management, L.L.C.

Troy, MI

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Current Employers
Secure Asset Management, L.L.C.

2565 West Maple Rd, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-11-01
  • MI RA
    APPROVED
    Since 2018-11-01

Branch Locations

2565 West Maple Rd, Troy, MI 48084 • 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
Foresters Equity Livonia MI 06/2015 11/2018
Secure Asset Management, L.L.C. Troy MI 11/2018 Present
Fesco San Diego CA 03/2015 11/2018
Aurora Securities Troy MI 11/2018 Present
  • 06/2015 → 11/2018
    Foresters Equity
    Livonia, MI
  • 11/2018 → Present
    Troy, MI
  • 03/2015 → 11/2018
    Fesco
    San Diego, CA
  • 11/2018 → Present
    Aurora Securities
    Troy, MI
Previous Registrations
  • 2015-06-22 → 2018-11-05
    Foresters Equity Services, Inc.
    Livonia, MI
  • 2014-01-02 → 2015-06-18
    Osaic Services, Inc.
    Scottsdale, AZ
    Phoenix, AZ
    Troy, MI
  • 2009-12-01 → 2013-12-21
    Lansing, MI
    Indianapolis, IN
    Ferndale, MI
    Auburn Hills, MI
  • 2002-07-24 → 2005-12-31
    Troy, MI
    Troy, MI
Other Businesses

1. Secure Asset Management, investment related, 2565 W Maple Rd, Troy MI 48084, RIA firm, IAR, 11/2018, 120 hrs., advise clients on investments. Secure Investors Group, investment related, 2565 W Maple Rd, Troy MI 48084, Insurance Agency, 11/2018,20 hrs, fixed insurance sales; 2. DBA: Goldstein Financial Group, investment related, 2565 W Maple Rd, Troy MI 48084, Insurance Agency, 3/2019, 100 hrs fixed insurance sales;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-21
S63 Uniform Securities Agent State Law Examination 1992-08-21
  • S65 Uniform Investment Adviser Law Examination
    1999-07-21
  • S63 Uniform Securities Agent State Law Examination
    1992-08-21
Designations

View on SEC IAPD

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