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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Aguilar is a financial advisor with The Ameriflex Group, a firm based in Las Vegas, Nevada. Jeremy has been in the financial industry since 2012 and has a broad range of experience working with individual investors, families, corporations and retirement plans. Jeremy works with clients across the United States and is licensed in New Mexico and Arizona. Jeremy is committed to helping clients achieve their financial goals through personalized financial planning, education and investment management services.
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.
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
NM
09/30/2022 - Present
THE Ameriflex Group (Albuquerque NM)
NM
11/04/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALBUQUERQUE NM)
NM
05/02/2016 - 10/28/2021
CUSO FINANCIAL SERVICES, L.P. (Albuquerque NM)
NM
05/16/2013 - 09/18/2015
BBVA SECURITIES INC. (ALBUQUERQUE NM)
NM
01/11/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ALBUQUERQUE NM)
BOTH
Issued 09/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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