Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Alexander Mincks is a financial advisor at Stratos Wealth Partners, Ltd. in IRVINE, CA. Jeremy has been working in the financial industry since 2013. He has a Series 7, Series 66 and SIE licenses, and is also a Certified Financial Planner. Jeremy is registered with FINRA, and is also registered as an Investment Advisor Representative in California, Louisiana and Texas. Jeremy works with a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jeremy focuses on providing financial planning, portfolio management and other advisory services to his clients.
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.
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.
Percentage of assets under management with third party managers
1
2
CA
11/21/2016 - Present
Stratos Wealth Partners, Ltd. (IRVINE CA)
CA
01/25/2013 - 10/29/2014
EDWARD JONES (SAN DIEGO CA)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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