Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Allen Truong is a financial advisor registered with LPL Financial LLC. Jeremy has over 7 years of experience in the financial services industry. Jeremy is currently registered with the state of California as a Registered Investment Advisor and a Securities Representative. Jeremy is also licensed to sell insurance in California. Jeremy has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jeremy is committed to providing his clients with personalized financial advice and guidance. Previous to working with LPL Financial, Jeremy worked with Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/21/2021 - Present
LPL Financial LLC (BREA CA)
CA
10/30/2019 - 07/21/2021
WADDELL & REED (BREA CA)
CA
09/19/2017 - 05/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EASTVALE CA)
CA
04/28/2016 - 07/31/2017
MORGAN STANLEY (BREA CA)
CA
01/01/2016 - 07/11/2016
WADDELL & REED (BREA CA)
BOTH
Issued 11/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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