Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Alan Newton is a financial advisor who has been in the industry since 2008. Jeremy is currently registered with Truist Advisory Services, Inc. and is licensed in 53 states. Jeremy has previously worked with SunTrust Investment Services, Inc., UBS Financial Services Inc., PNC Investments, and Wells Fargo Advisors, LLC. Jeremy holds multiple FINRA Series licenses, including Series 7, 6, 63, 66, 9, and 10. Jeremy is also a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
03/23/2021 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
DC
09/05/2018 - 08/11/2020
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
TX
04/09/2015 - 08/23/2018
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
DC
07/06/2011 - 04/01/2015
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
DC
02/02/2011 - 06/14/2011
PNC INVESTMENTS (WASHINGTON DC)
DC
05/09/2007 - 12/17/2010
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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