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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 Blaine Stauss is a financial advisor with Truist Advisory Services, Inc. located in Dallas, TX. Jeremy has been in the industry since 2000. He has a strong background in financial planning, portfolio management, and investment advising. Jeremy holds the Series 6, 7, 31, and 65 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Jeremy has experience working with individual clients, corporations, and non-profit organizations. He offers a range of financial services, including financial planning, investment management, and retirement planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
06/15/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MO
08/26/2016 - 05/30/2018
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
TX
04/26/2016 - 08/01/2016
BB&T INVESTMENT SERVICES, INC. (SOUTHLAKE TX)
TX
10/23/2009 - 04/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
01/09/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
TX
02/24/2006 - 01/02/2008
WACHOVIA SECURITIES, LLC (PLANO TX)
IL
09/27/2000 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 12/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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