Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dodd is a financial advisor in Sweetwater, Texas. He has been in the industry for over 20 years and has experience working with both individual investors and businesses. Jeremy has a strong background in financial planning and portfolio management. He currently works at Mutual Advisors, LLC where he provides a range of financial services, including financial planning, portfolio management, and hourly consulting. Jeremy Dodd is committed to helping his clients achieve 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.
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 consulting
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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2
TX
10/12/2017 - Present
Mutual Advisors, LLC (Sweetwater TX)
TX
10/11/2017 - 12/31/2018
MUTUAL SECURITIES, INC. (Sweetwater TX)
TX
08/11/2003 - 10/12/2017
INVESTMENT CENTERS OF AMERICA, INC. (SWEETWATER TX)
FL
01/16/2003 - 08/15/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
11/24/1999 - 01/21/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/24/1999 - 01/21/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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