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Jeremy J. Ofseyer

FLC Capital Advisors

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About Jeremy J. Ofseyer

Jeremy J. Ofseyer is an Investment Advisor Representative at FLC Capital Advisors. Jeremy J. Ofseyer has been in the industry since 2004 and has been with FLC Capital Advisors since 2013. Jeremy J. Ofseyer is licensed in California and has passed the Series 7 and Series 24 exams. Jeremy J. Ofseyer specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Jeremy J. Ofseyer has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Jeremy J. Ofseyer has also worked for FULCRUM GLOBAL PARTNERS LLC.

Firm Information

Jeremy Ofseyer is currently registered with FLC Capital Advisors. FLC Capital Advisors is an investment advisor based in PALM DESERT, CA, United States. The firm provides financial planning, portfolio management for individuals and selection of other advisors services to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. The firm has 3 licensed agents, 4 investment adviser representatives, and 5 registered representatives. FLC Capital Advisors manages approximately $709,893,714 in regulatory assets under management. The firm's website is HTTP://WWW.FLCCAPITAL.COM and HTTPS://WWW.FACEBOOK.COM/FLC-CAPITAL-ADVISORS.
FLC Capital Advisors

44750 VILLAGE COURT

PALM DESERT, CA 92260

$709.89M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Jeremy Ofseyer’s Registration & Firm History

CA

12/20/2013 - Present

FLC Capital Advisors (PALM DESERT CA)

NY

04/16/2004 - 01/26/2005

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/21/2004

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy J. Ofseyer.
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