Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Levinn is a Certified Financial Planner™ with over 16 years of experience in the financial industry. He is currently registered as an Investment Advisor Representative (IAR) in Pennsylvania with Farther Finance Advisors. Previously, Jeremy worked as a financial advisor at Financial Life Focus, LLC in Philadelphia, Pennsylvania. Jeremy is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. He has a strong understanding of financial markets and a proven track record of helping clients achieve their financial goals. Jeremy is dedicated to building long-term relationships with his clients and providing them with the guidance and support they need to make informed financial decisions.
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.
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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CA
06/10/2024 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 09/05/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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