Unclaimed
Jeremy Geadrities is a financial advisor who is registered with LPL Financial LLC. Jeremy has been in the industry since 2019 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jeremy is licensed to sell securities in several states, including Connecticut, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/05/2022 - Present
LPL Financial LLC (SCRANTON PA)
CO
04/04/2022 - 05/02/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
09/20/2019 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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