Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremie? Claim Your ProfileJeremie Lee Patrick is a financial advisor at Rodgers & Associates in Lancaster, PA. Jeremie has been in the financial industry since 2015 and is a Certified Financial Planner. Jeremie previously worked at Northwestern Mutual Investment Services, LLC in Lancaster, PA. Jeremie is registered as an Investment Advisor Representative with the state of Pennsylvania.
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.
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.
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2
PA
01/08/2018 - Present
Rodgers & Associates (Lancaster PA)
PA
01/09/2015 - 05/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LANCASTER PA)
IA
Issued 06/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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