Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bishop is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Spartanburg, South Carolina. Jeremy has been in the financial industry since 2006. Jeremy holds a Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Jeremy's experience includes working at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. In addition to being a registered representative, Jeremy is also a Registered Investment Advisor.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SPARTANBURG SC)
SC
04/04/2006 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (SPARTANBURG SC)
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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