Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Fritz is a financial advisor with Alight Financial Advisors, LLC. Jeremy is registered with the state of North Carolina and has been in the industry since April 24, 2000. Jeremy has experience providing financial advice and portfolio management services to individuals and is also a licensed securities agent. Alight Financial Advisors, LLC provides financial advice and portfolio management services to a variety of clients, including individuals, corporations, and charitable organizations. The firm has a history of success in 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
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2
NC
01/19/2012 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
NC
01/03/2006 - 02/28/2006
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NJ
05/26/2000 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
11/12/1999 - 12/16/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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