Unclaimed
Jeremiah Joseph Seagle is a financial advisor with over 19 years of experience in the financial services industry. Jeremiah is currently registered with LPL Financial LLC and has been a registered representative with Securities America, Inc., VALIC Financial Advisors, Inc., Horace Mann Investors Inc, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jeremiah has a wide range of experience working with individuals, families, businesses, and various institutions. Jeremiah holds Series 65, 66, 7, and SIE licenses. In addition, Jeremiah has been active in the community and has held various leadership roles in business and professional organizations. Jeremiah has experience providing financial planning, retirement planning, investment management, and insurance 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.
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.
1
2
VA
10/25/2024 - Present
LPL Financial LLC (RINER VA)
VA
11/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (RINER VA)
VA
04/04/2011 - 12/13/2019
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
VA
06/29/2006 - 04/08/2011
HORACE MANN INVESTORS INC (ROANOKE VA)
VA
03/08/2005 - 04/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PULASKI VA)
MN
03/08/2005 - 04/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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