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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dean Miller is an investment advisor representative with Buckingham Strategic Partners, LLC, in ST. LOUIS, MO. Jeremy has been working in the securities industry since 2010 and has a Series 6, 7, and 66 license. Previously, Jeremy worked at Loring Ward Securities Inc., Scottrade, Inc. and Franklin/Templeton Distributors, Inc. Jeremy is registered in 14 states as an investment advisor and has extensive experience working with high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Jeremy also provides financial planning, educational seminars, and portfolio management services to clients.
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.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
05/12/2016 - 10/29/2018
LORING WARD SECURITIES INC. (Sacramento CA)
CA
09/16/2014 - 05/12/2016
SCOTTRADE, INC. (FOLSOM CA)
CA
11/11/2011 - 08/25/2014
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
01/01/2010 - 10/20/2011
CHASE INVESTMENT SERVICES CORP. (SACRAMENTO CA)
BOTH
Issued 02/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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