Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Smith is a financial advisor with Empower Advisory Group, LLC. Jeremy has been in the financial services industry since 2000 and has been registered as a broker-dealer and an investment advisor representative in various states. Jeremy is a Series 7 and Series 66 licensed professional with additional licensure to offer futures managed funds. Jeremy has worked with a variety of clients including individuals, high net worth individuals, corporations, charities, pension plans, and government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MI
08/30/2024 - Present
Empower Advisory Group, LLC (MACOMB MI)
MI
01/26/2022 - 08/23/2024
CHARLES SCHWAB & CO., INC. (Birmingham MI)
MI
10/31/2012 - 07/29/2024
TD AMERITRADE, INC. (Birmingham MI)
MI
10/21/2011 - 12/07/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTHVILLE MI)
MI
04/11/2007 - 11/02/2011
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
02/23/2006 - 04/02/2007
COUNTRYWIDE INVESTMENT SERVICES, INC. (STERLING HEIGHTS MI)
IL
12/09/2003 - 06/21/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
12/13/2002 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/07/2000 - 12/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/09/1999 - 09/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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