Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Nichols is a financial advisor with Buttonwood Wealth, a Registered Investment Advisor, and a licensed representative of LPL Financial. Jeremy has been in the financial services industry since 2003 and has extensive experience in financial planning, portfolio management, and investment advisory services. Jeremy has a Series 7, Series 31, and Series 66 licenses and holds the Certified Financial Planner designation. In addition to serving individuals, Jeremy also assists business owners with retirement plans, employee benefit plans, and business succession planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
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2
VA
02/11/2020 - Present
Buttonwood Wealth (WINCHESTER VA)
VA
11/30/2017 - 02/26/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Winchester VA)
VA
10/16/2009 - 12/05/2017
INVEST FINANCIAL CORPORATION (WINCHESTER VA)
VA
06/01/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
VA
09/27/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
NY
06/02/2003 - 09/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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