Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jondell Wheeler is a financial professional with over 15 years of experience in the industry. Jeremy is a registered representative with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Avantax Investment Services, Inc. Jeremy is licensed in 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.
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.
1
2
TX
08/19/2024 - Present
Cetera Advisors LLC (DALLAS TX)
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/14/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Wheeler is the right advisor for you? Invested Better is here to help.
