Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Daniel Russell is a financial advisor registered with the state of Washington. Jeremy is currently employed by Columbia Advisory Partners, LLC, a firm that provides investment advisory services to individuals and pooled investment vehicles. Jeremy has been with Columbia Advisory Partners, LLC since March 2016. Prior to this, Jeremy was employed by Waddell & Reed. Jeremy has a Series 66 license and also holds a Series 7 and SIE license.
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.
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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WA
03/15/2016 - Present
Columbia Advisory Partners, LLC (SPOKANE WA)
WA
08/14/2015 - 03/22/2016
WADDELL & REED (SPOKANE WA)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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