Unclaimed
Jeremiah Brodeur is a financial advisor with over 16 years of experience in the financial services industry. Jeremiah has a strong background in providing financial advice to individuals, families, and businesses. Jeremiah is a Certified Financial Planner and holds the Series 63, 66, 7 and SIE licenses. Jeremiah is currently registered with Empower Advisory Group, LLC. Prior to joining Empower Advisory Group, LLC, Jeremiah was employed with Charles Schwab & Co., Inc. Jeremiah's primary focus is to help clients achieve their financial goals by providing comprehensive financial planning and investment management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/19/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
12/12/2016 - 04/12/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
12/20/2006 - 12/31/2014
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 08/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremiah Brodeur is the right advisor for you? Invested Better is here to help.