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Jeremy A carl Soper

Prospera Financial Services, Inc.

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About Jeremy A carl Soper

Jeremy Soper is a financial advisor at Prospera Financial Services, Inc. Jeremy has been in the financial services industry since December 18, 2019 and is currently registered with FINRA. Prior to joining Prospera Financial Services, Inc., Jeremy worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Jeremy has a Series 7TO and a SIE license. Jeremy is a registered representative and investment advisor representative.

Firm Information

Jeremy Soper is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under review

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Jeremy Soper’s Registration & Firm History

PA

10/24/2022 - Present

Prospera Financial Services, Inc. (Selingsgrove PA)

PA

12/19/2019 - 11/07/2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SELINGSGROVE PA)

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Licenses & Designations

BC

Issued 12/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy A carl Soper.
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