Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremey? Claim Your ProfileJeremey Hill has been in the financial services industry since 2008. Jeremey is a registered representative and investment advisor representative. Jeremey is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Jeremey is licensed in several states, including Alaska, California, Hawaii, Idaho, Montana, and North Carolina. Prior to joining Cetera Investment Advisers LLC, Jeremey worked at CUNA Brokerage Services, Inc., LPL Financial LLC and Allianz Life Financial Services, LLC. Jeremey is a licensed insurance agent and is also the owner of Wealth Advancement Inc., a financial and insurance services firm. Jeremey offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
02/28/2020 - 05/13/2022
CUNA BROKERAGE SERVICES, INC. (Sacramento CA)
CA
02/16/2017 - 02/28/2020
LPL FINANCIAL LLC (Orangevale CA)
MN
05/22/2008 - 01/26/2017
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 03/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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