Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Braccio is a financial advisor with Vanguard Advisers, Inc. Jeremy has been in the financial industry since April 2004 and has a Series 6, 7 and 63 license, as well as the SIE exam. Jeremy is a CERTIFIED FINANCIAL PLANNER™. Jeremy has experience with both individual and business clients. Jeremy is registered in Arizona and Texas. Jeremy is also a Certified Financial Planner and is registered as a Registered Investment Advisor in Arizona and Texas. Jeremy is an employee of The Vanguard Group, Inc. Jeremy has experience working with clients in the following areas: high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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
AZ
10/18/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BC
Issued 05/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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