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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 Pomer is a financial advisor with Kestra Advisory Services, LLC. He has been in the financial services industry since 2009. Jeremy holds Series 6, 63, and 65 licenses. He also holds the SIE exam license. Jeremy is a Certified Financial Planner. Jeremy specializes in retirement planning, 401(k) and 403(b) rollovers, estate planning, and investment management. He provides services to individuals, families, businesses, and retirement plans. Jeremy has a passion for helping clients achieve their financial goals. He takes a personalized approach to financial planning and works closely with clients to develop customized plans that meet their unique needs. Jeremy is committed to providing his clients with the highest level of service and integrity.
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.
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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CA
10/27/2023 - Present
Kestra Advisory Services, LLC (SAN JOSE CA)
CA
09/02/2009 - 08/14/2014
FINANCIAL TELESIS INC (SAN JOSE CA)
IA
Issued 10/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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