Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Donald Meiers is a financial advisor with over 20 years of experience in the industry. Jeremy is currently registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Prior to joining Charles Schwab & Co., Inc., Jeremy held positions with a number of other firms, including WM Financial Services, Inc. Jeremy holds the Series 6, 7, 63, and 65 licenses. Jeremy specializes in providing financial planning and investment management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/03/2007 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CA
07/24/2002 - 03/03/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
01/08/2001 - 03/07/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 03/07/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/01/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
04/07/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NJ
06/26/1995 - 05/06/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/25/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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