Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Boemermann is a financial advisor with over 14 years of experience in the financial industry. Jeffrey is currently registered with Charles Schwab & CO., Inc. and is based in Cary, North Carolina. Prior to joining Charles Schwab & CO., Inc., Jeffrey was a registered representative with TD Ameritrade, Inc. in Raleigh, North Carolina. Jeffrey has a wide range of experience in the financial industry and holds several licenses and certifications, including Series 7, Series 9, Series 10, Series 63 and Series 66. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NC
05/26/2023 - Present
Charles Schwab & CO., Inc. (Cary NC)
NC
02/26/2018 - 05/26/2023
TD AMERITRADE, INC. (RALEIGH NC)
NC
06/12/2009 - 02/26/2018
SCOTTRADE, INC. (RALEIGH NC)
BOTH
Issued 02/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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