Unclaimed
Jeramey Probert is a financial advisor at Raymond James Financial Services Advisors, Inc. Jeramey has been in the industry since 2012 and has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Jeramey holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Jeramey is committed to providing his clients with personalized financial advice and helping them reach 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
03/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Silverdale WA)
WA
09/17/2012 - 03/15/2021
EDWARD JONES (SILVERDALE WA)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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