Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bryce Alexander is an investment advisor representative at LPL Financial LLC. Jeremy has been in the industry since November 2006 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jeremy is licensed to sell securities in Arizona, Florida, Georgia, Indiana, Kentucky, Tennessee and Texas. Jeremy is a member of the Series 66, Series 7, Series 63 and SIE licensing exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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KY
07/14/2016 - Present
LPL Financial LLC (MAYFIELD KY)
KY
06/08/2011 - 01/02/2013
BB&T INVESTMENT SERVICES, INC. (OWENSBORO KY)
IN
10/16/2009 - 07/01/2011
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
09/20/2006 - 09/26/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (EVANSVILLE IN)
MO
07/09/2004 - 11/17/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
01/01/2004 - 06/17/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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