Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Christopher Meyer is a financial advisor in ONLEY, VA. Jeremy has been working in the financial services industry for 20 years. Jeremy is registered with LPL Financial LLC. Jeremy also has experience with Kestra Investment Services, LLC, M&T Securities, Inc., PNC INVESTMENTS, and ALLFIRST BROKERAGE CORPORATION.
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.
1
2
VA
09/05/2019 - Present
LPL Financial LLC (ONLEY VA)
VA
12/08/2016 - 09/05/2019
KESTRA INVESTMENT SERVICES, LLC (Onley VA)
MD
12/20/2011 - 12/20/2016
LPL FINANCIAL LLC (BERLIN MD)
MD
08/12/2009 - 12/21/2011
M&T SECURITIES, INC. (SALISBURY MD)
MD
12/12/2008 - 07/28/2009
PNC INVESTMENTS (BERLIN MD)
MD
05/01/2003 - 12/04/2008
M&T SECURITIES, INC. (BALTIMORE MD)
MD
02/28/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Meyer is the right advisor for you? Invested Better is here to help.
