Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Parker is a financial advisor with Raymond James Financial Services Advisors, Inc., located in West Monroe, LA. Jeremy has been working in the financial industry since 2009, and has experience with a variety of clients, including high net worth individuals, corporations, and pension plans. Jeremy is registered with the Securities and Exchange Commission and is also a licensed insurance agent. Jeremy is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
05/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (West Monroe LA)
LA
07/01/2016 - 01/03/2018
INFINEX INVESTMENTS, INC. (MONROE LA)
LA
04/26/2010 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (MONROE LA)
LA
02/25/2009 - 04/07/2010
METLIFE SECURITIES INC. (MONROE LA)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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