Unclaimed
Jeremy Ball is a financial advisor with First Command Advisory Services. Jeremy has been in the financial services industry for over 10 years, with experience in both the military and private sector. Jeremy is registered to provide investment advice in Maryland and Texas. Jeremy holds the Series 66, Series 7TO and SIE licenses. Jeremy is a member of the Naval Reserves, where Jeremy serves as a Lieutenant Commander. Jeremy also owns and manages the BALL FINANCIAL GROUP LLC, which provides investment services to individuals and businesses.
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.
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.
1
2
MD
05/26/2021 - Present
First Command Advisory Services (Annapolis MD)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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