Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Wester is a financial advisor based in Alexandria, LA. Jeremy has been working in the financial industry since 2009. He is currently registered with LPL Financial LLC. Jeremy holds a Series 6, Series 7, and Series 66 license. He has been registered with the state of Louisiana since 2020. He is also registered in Texas, California, Colorado, Florida, Georgia, Kentucky, Michigan, Mississippi, Missouri, New Mexico, Pennsylvania, Virginia, Wyoming, and Arkansas. He has experience working with a variety of clients, including individuals, businesses, and retirement plans. Jeremy offers a variety of services, including financial planning, portfolio management, and consulting.
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.
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2
LA
05/13/2020 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
07/11/2016 - 05/13/2020
CETERA INVESTMENT SERVICES LLC (ALEXANDRIA LA)
LA
08/01/2012 - 07/07/2016
ALLSTATE FINANCIAL SERVICES, LLC (ALEXANDRIA LA)
LA
04/24/2009 - 07/26/2012
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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