Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeramy? Claim Your ProfileJeramy Lockard is a financial advisor who has been in the industry since 2017. Jeramy is currently registered with SPC and has been with the firm since 2021. Jeramy previously worked at CETERA FINANCIAL SPECIALISTS LLC and HD VEST INVESTMENT SERVICES. Jeramy has a Series 7, Series 66, and SIE license and is registered in Illinois and Michigan as a broker-dealer and investment advisor. Jeramy's specialization is in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Jeramy also offers consulting services, portfolio management, and educational seminars.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/04/2021 - Present
SPC (Grandville MI)
MI
06/27/2019 - 12/31/2020
CETERA FINANCIAL SPECIALISTS LLC (HOLLAND MI)
MI
10/16/2017 - 07/05/2019
HD VEST INVESTMENT SERVICES (Grand Haven MI)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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