Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Patin is a financial advisor with Kestra Advisory Services, LLC. Jeremy has been in the financial industry since 2002 and holds Series 6, 7, 63 and 66 licenses. He has worked with multiple firms in the past including LPL Financial LLC, Edward Jones, PRUCO Securities, LLC., Mutual Service Corporation, NFP Securities, Inc., Phoenix Equity Planning Corporation, ProEquities, Inc., and NYLIFE Securities Inc. Jeremy is also a registered Investment Advisor in Louisiana and Texas.
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.
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
09/15/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
LA
04/23/2014 - 10/15/2021
LPL FINANCIAL LLC (CROWLEY LA)
MO
02/10/2014 - 04/09/2014
EDWARD JONES (ST. LOUIS MO)
NJ
07/31/2009 - 02/10/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
LA
06/19/2008 - 05/22/2009
MUTUAL SERVICE CORPORATION (CROWLEY LA)
LA
07/23/2007 - 05/23/2008
NFP SECURITIES, INC. (LAFAYETTE LA)
CT
07/16/2003 - 09/15/2006
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
AL
09/13/2001 - 07/28/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
11/14/2000 - 07/27/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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