Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Chavez is a financial advisor who has been in the industry since July 22, 2000. Jeremy is currently registered with Allstate Financial Services, LLC in Texas. Jeremy has experience working with clients in California and New Jersey. Jeremy is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has passed several securities exams, including the Series 6, Series 63, and SIE exams.
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.
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.
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2
TX
07/02/2024 - Present
Allstate Financial Services, LLC (Rockwall TX)
NJ
05/02/2023 - 03/12/2024
PRUCO SECURITIES, LLC. (PARAMUS NJ)
CA
02/14/2000 - 03/13/2023
ALLSTATE FINANCIAL SERVICES, LLC (TEMECULA CA)
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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