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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 Douglas is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Virginia Beach, Virginia. Jeremy has been in the financial industry since October 5, 2009. He has a wide range of experience and holds multiple licenses and certifications including Series 6, Series 7, Series 63, and Series 65. Jeremy specializes in providing financial and investment solutions for a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
09/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (VIRGINIA BEACH VA)
VA
04/26/2012 - 10/06/2016
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
12/04/2007 - 06/23/2010
WELLS FARGO ADVISORS, LLC (NORFOLK VA)
IA
Issued 03/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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