Unclaimed
Jeremy Cacciatore is a financial advisor registered with PNC Investments, located in Austin, Texas. Jeremy is a seasoned professional with over 15 years of experience in the financial services industry. Jeremy holds the Series 7, Series 66 and SIE licenses. Previously, Jeremy was a financial advisor with BBVA Securities Inc., LPL Financial LLC, and Wells Fargo Advisors, LLC. Jeremy’s experience and expertise allow him to develop customized investment strategies that address individual and family needs.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/19/2022 - Present
PNC Investments (Missouri City TX)
TX
08/01/2019 - 06/02/2021
BBVA SECURITIES INC. (Houston TX)
TX
04/10/2014 - 03/11/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 03/21/2014
BBVA SECURITIES INC. (HOUSTON TX)
TX
07/26/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
08/31/2010 - 07/05/2011
WELLS FARGO ADVISORS, LLC (SPRING TX)
TX
08/04/2006 - 07/26/2010
WELLS FARGO INVESTMENTS, LLC (TOMBALL TX)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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