Unclaimed
Jeremy Joseph Priar is a financial advisor registered with Hornor, Townsend & Kent, LLC and has been working in the financial services industry for over 8 years. Jeremy holds a Series 63 and a Series 65 licenses. Jeremy is a registered Investment Advisor Representative in Pennsylvania.
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.
Trail commissions, distribution assistance fees
1
2
PA
07/18/2022 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
04/05/2018 - 07/13/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLUE BELL PA)
PA
09/07/2017 - 03/09/2018
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
AZ
01/01/2016 - 01/14/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
PA
08/25/2009 - 02/11/2011
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
05/29/2009 - 07/08/2009
WADDELL & REED, INC. (HARRISBURG PA)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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