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 Westaway is a financial advisor associated with Ameriprise Financial Services, LLC. Jeremy has been active in the industry since August 4, 2023. Jeremy is registered as a Broker/Dealer, Investment Advisor Representative in New Jersey and Texas. Jeremy has successfully completed the General Securities Representative Examination, Securities Industry Essentials Examination, Uniform Combined State Law Examination. Jeremy is also registered with FINRA and holds 12 state licenses. Jeremy has a background in working for various organizations including Scimedx Corporation, Arthurs Tavern, Wightman Farms, Binghamton University, Rutgers University, and Morristown-Beard High School. Ameriprise Financial Services, LLC, is a registered investment adviser with over 1,409,380 clients and $479 billion in assets under management. They provide a variety of investment advisory services to individuals, businesses, and institutions.
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.
Asset allocation services
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.
1
2
NJ
08/02/2024 - Present
Ameriprise Financial Services, LLC (Summit NJ)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeremy Westaway is the right advisor for you? Invested Better is here to help.
