Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Neilson is a financial advisor with over 25 years of experience in the industry. Jeremy is currently registered with Empower Advisory Group, LLC and holds a variety of licenses and certifications, including Series 6, 7, 26, 63, 65 and 66. Jeremy specializes in providing financial planning, portfolio management and educational seminars to individuals, families, businesses and charitable organizations. Jeremy was previously registered with E*TRADE Securities LLC and VALIC Financial Advisors, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
12/13/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
UT
05/03/2016 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
MD
09/14/2015 - 02/03/2016
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
UT
02/23/2009 - 08/12/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
OK
08/19/2008 - 11/19/2008
CHARLES SCHWAB & CO., INC. (TULSA OK)
UT
01/01/2008 - 08/07/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/18/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
06/09/2005 - 07/20/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/01/1996 - 06/17/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 05/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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