Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy McCord is a financial advisor with over 17 years of experience in the industry. Jeremy is currently registered with Alight Financial Advisors, LLC and has been working with them since November 2012. Jeremy has been working in the financial industry since April 2002 and has experience at several firms including Alight Financial Solutions, LLC, Lincoln Financial Advisors Corporation, and BancWest Investment Services, Inc. Jeremy holds the Series 63, 65, 7, 24, 4 and 53 licenses and the SIE designation. Jeremy specializes in providing financial planning, portfolio management for individuals and educational seminars.
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.
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.
Set-up fees and related services
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2
CA
06/09/2020 - Present
Alight Financial Advisors, LLC (SACRAMENTO CA)
CA
11/15/2012 - 11/12/2019
ALIGHT FINANCIAL SOLUTIONS, LLC (SACRAMENTO CA)
CA
01/22/2010 - 11/12/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
CA
05/08/2006 - 01/05/2009
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
NY
10/28/2005 - 05/08/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
03/21/2005 - 09/15/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
07/30/2002 - 04/11/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 12/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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