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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Andrew Hawkins is a financial advisor with over 23 years of experience in the industry. Currently, Jeremy is an Investment Advisor Representative with Cuso Financial Services, LP, a firm with over 500 licensed agents, registered representatives, and Investment Advisor Representatives. Jeremy has experience working with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations, and pension and profit sharing plans. Jeremy is registered in 18 states and is a Series 66, Series 7, and Series 24 licensed holder. Jeremy also holds a Series SIE license.
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.
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2
WA
02/19/2019 - Present
Cuso Financial Services, LP (Vancouver WA)
WA
09/16/2014 - 02/15/2019
CUNA BROKERAGE SERVICES, INC. (ABERDEEN WA)
WA
02/24/2006 - 09/10/2014
LPL FINANCIAL LLC (ABERDEEN WA)
MT
02/21/2000 - 03/17/2006
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 02/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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