Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Neptune is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Jeremiah is also an Investment Advisor Representative in Texas. Jeremiah has been in the industry since 2016. Jeremiah holds FINRA Series 63 and 66 licenses and Series 7 and SIE licenses, as well as registrations in 51 states. Jeremiah provides financial planning, selection of other advisers and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/07/2016 - 10/09/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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