Professional Financial Services
Jeremy Lindquist, CEO of Sky Peak Financial, began his financial services career in 1998 as an Agent and Registered Representative of New York Life Insurance Company. He spent two years as a Stock Broker at Fidelity Investments. In the eleven years that followed, Jeremy built and grew a substantial mortgage lending company while developing real estate and building his own life insurance and securities portfolio. With his broad knowledge of the money side and the real estate side of the financial services industry, Jeremy brings a fairly unique perspective to this market. As the current marketplace has become so fraught with volatility and uncertainty, he has embraced wealth building strategies that recognize the universal need for income, liquidity, dignity and legacy. He is a registered representative of and offer securities through MML Investors Services,LLC , member SIPC (www.sipc.org). Supervisory address: 43 Constitution Dr., Suite 201, Bedford, NH 03110, 603-471-4300. He is licensed to sell insurance in: AZ, FL, GA, MA, ME, NH, NJ and Vt and securities in: AZ, FL, GA, MA, ME, NH, NJ, Vt and WA. Specialties: Business planning, pre-retirement planning, retirement planning and estate planning using life insurance, annuities, mutual funds while seeking to maximize returns and minimize the risk of erosion caused by taxes and market risk.
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