Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy John Heavey is an Investment Advisor Representative with M Holdings Securities, Inc. Jeremy is registered to provide investment advisory services in Florida, Indiana, and Michigan. Jeremy has been in the financial services industry for over 11 years. Jeremy is associated with the Kalamazoo, MI and Portland, OR branch office of M Holdings Securities, Inc.. Jeremy has a Series 65 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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MI
03/04/2022 - Present
M Holdings Securities, Inc. (KALAMAZOO MI)
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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