Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jon Willner is an investment advisor representative at Cetera Investment Advisers LLC and CWM, LLC, with over 25 years of experience in the financial industry. Jeremy has a broad range of experience and holds a Series 66, Series 7 and Series 24 license. Jeremy is also licensed in 25 states and 2 Investment Advisor states including Minnesota and Texas.
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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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (WILLMAR MN)
MN
08/03/2005 - 01/29/2018
VOYA FINANCIAL ADVISORS, INC. (WILLMAR MN)
CA
09/25/2003 - 08/01/2005
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MN
01/03/2002 - 09/25/2003
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
03/01/2000 - 12/07/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
05/09/1996 - 02/23/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 11/29/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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