Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Calhoun is a financial advisor with over 23 years of experience in the industry. Jeremy is currently registered with Charles Schwab & Co., Inc. in both Arizona and California. Jeremy has previously worked for Charles Schwab & Co., Inc. in Texas and TD Waterhouse Investor Services, Inc. in Nebraska. Jeremy has a wide range of experience in the financial services industry, including securities trading, financial planning, and portfolio management. Jeremy has passed both Series 63 and Series 66 exams. Jeremy holds licenses in all 50 states and the District of Columbia. Jeremy is a trusted advisor who is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/24/2013 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
11/17/2000 - 05/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
10/19/1999 - 11/03/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 57 - Securities Trader Exam
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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