linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy A Argue

Harbour Investments, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy A Argue

Jeremy Argue is a financial advisor with Harbour Investments, Inc. Jeremy has been in the financial services industry since July 2003. He is a licensed and registered representative in Wisconsin, and holds Series 6, 7, 63 and 65 licenses. Jeremy also holds the Chartered Financial Consultant designation. He has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jeremy has previously been employed by CAMBRIDGE INVESTMENT RESEARCH, INC and SIGNATOR INVESTORS, INC. In addition to being a financial advisor, Jeremy also works as an independent insurance agent.

Firm Information

Jeremy Argue is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy Argue’s Registration & Firm History

WI

09/07/2017 - Present

Harbour Investments, Inc. (Verona WI)

WI

02/28/2012 - 09/27/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (Verona WI)

WI

07/31/2003 - 03/02/2012

SIGNATOR INVESTORS, INC. (MADISON WI)

Not sure if Jeremy A Argue is right for you?

Licenses & Designations

IA

Issued 02/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy A Argue.
Not sure if Jeremy A Argue is right for you?