Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Eric Luse is a financial advisor who has been working in the financial services industry since 2001. He is registered with Ameritas Advisory Services, LLC and holds the Series 7, 9, 10, 24, 51, 52TO, 53, 63, 65, and 66 licenses. Jeremy Eric Luse has previously worked with Private Client Services, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, Northwestern Mutual Investment Services, LLC, Scottrade, Inc., Banc One Securities Corporation, and A. G. Edwards & Sons, Inc. He offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
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.
Solicitor fees
1
2
KY
10/24/2022 - Present
Ameritas Advisory Services, LLC (LOUISVILLE KY)
KY
04/03/2017 - 10/17/2022
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
03/18/2013 - 03/20/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
KY
12/14/2012 - 03/19/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)
KY
11/06/2003 - 09/13/2012
SCOTTRADE, INC. (LOUISVILLE KY)
IL
11/22/2002 - 02/14/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/07/2001 - 10/16/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 06/16/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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