Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Condie is a registered investment advisor representative with Global View Capital Management LLC. Jeremy is licensed in Idaho and has been in the industry since 2005. Jeremy’s previous experience includes working for Transamerica Financial Advisors, Inc and World Group Securities, Inc. Jeremy holds Series 6, 63, and 65 licenses. Global View Capital Management LLC is a registered investment advisor headquartered in Waukesha, WI. The firm provides a variety of financial planning and investment management services to individuals, families, and businesses. They offer financial planning, portfolio management, and investment advisory services. The firm has a total of 6508 accounts under management with an approximate total of $593,801,273 in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
ID
02/10/2014 - Present
Global View Capital Management LLC (IDAHO FALLS ID)
FL
01/06/2012 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
GA
04/12/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
07/21/2005 - 11/30/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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