Unclaimed
Jeremy Fowler is a registered investment advisor representative with Navy Federal Investment Services, LLC. Jeremy has been in the securities industry since April 2019 and holds Series 7, 66 and SIE licenses. Jeremy has experience providing financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
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
FL
06/27/2024 - Present
Navy Federal Investment Services, LLC (PENSACOLA FL)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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