Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jereme? Claim Your ProfileJereme Dewayne Brisco is a financial advisor with LPL Financial LLC in San Antonio, Texas. Jereme has been in the financial services industry since 2001. Jereme is a Registered Representative and an Investment Advisor Representative. Prior to joining LPL Financial LLC, Jereme was employed with USAA Financial Advisors, Inc., USAA Investment Management Company and PRUCO Securities, LLC. Jereme holds the Series 6, 7, 63, 65 and SIE securities licenses. Jereme provides a range of financial services to individual clients, including financial planning, portfolio management and investment consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/18/2016 - Present
LPL Financial LLC (SAN ANTONIO TX)
VA
01/03/2005 - 07/29/2016
USAA FINANCIAL ADVISORS, INC. (NORFOLK VA)
TX
10/31/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
08/10/2001 - 11/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 04/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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