Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Holstrom is an Investment Advisor Representative at LPL Enterprise, LLC, based in Redding, CA. Jeremy has been active in the financial industry since 2009 and has a wide range of experience in various investment areas. Jeremy holds the Series 7, 24, 55, 63 and 66 securities licenses. Jeremy has worked previously at Edward Jones, Ascendiant Capital Markets, LLC, and BMA Securities. Jeremy has experience in providing financial planning and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2024 - Present
LPL Enterprise, LLC (REDDING CA)
CA
11/18/2019 - 07/19/2023
EDWARD JONES (REDDING CA)
CA
03/24/2011 - 11/15/2019
ASCENDIANT CAPITAL MARKETS, LLC (Redding CA)
CA
04/13/2009 - 02/28/2011
BMA SECURITIES (IRVINE CA)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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