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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremie? Claim Your ProfileJeremie Berrett is a financial advisor with over eight years of experience in the industry. Jeremie is currently registered with LPL Financial LLC and is licensed to provide financial advice in multiple states. Jeremie has a strong understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Jeremie's expertise includes financial planning, portfolio management, and investment advice. Jeremie is committed to providing personalized financial advice to help clients make informed decisions about their financial future.
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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CA
08/30/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
ID
08/31/2020 - 01/12/2021
CETERA ADVISORS LLC (IDAHO FALLS ID)
ID
01/08/2019 - 09/09/2019
KALOS CAPITAL, INC. (Pocatello ID)
ID
12/03/2014 - 01/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IDAHO FALLS ID)
BOTH
Issued 01/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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