Unclaimed
Jeremy Difiore is an investment advisor representative with Edward Jones, a firm based in St. Louis, Missouri. Jeremy is registered with the state of Florida and Texas, and is also licensed to provide financial advice on a national basis. He has been in the financial services industry for more than five years, and his expertise lies in providing financial planning, pension consulting, and portfolio management for individuals and businesses. He is a dedicated professional, committed to delivering personalized advice and customized solutions to meet each client's unique financial goals. Jeremy holds a Series 7, 66, and SIE licenses.
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.
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.
See schedule d - miscellaneous
1
2
FL
03/13/2023 - Present
Edward Jones (Summerfield FL)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Difiore is the right advisor for you? Invested Better is here to help.