Unclaimed
Jeremy Vernor is an investment advisor representative at Arkadios Wealth Advisors with over 17 years of experience in the financial services industry. Jeremy is a Registered Representative (Series 7) and licensed to provide investment advice (Series 66). Jeremy has previously worked at Sagepoint Financial, Inc., Securities America, Inc., Commonwealth Financial Network, and LPL Financial Corporation. Jeremy specializes in retirement planning, investment management, and insurance.
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.
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.
1
2
TX
10/04/2021 - Present
Arkadios Wealth Advisors (Angleton TX)
TX
11/18/2013 - 10/18/2021
SAGEPOINT FINANCIAL, INC. (ANGLETON TX)
TX
09/30/2013 - 11/18/2013
SECURITIES AMERICA, INC. (ANGLETON TX)
TX
02/06/2009 - 10/23/2013
COMMONWEALTH FINANCIAL NETWORK (ANGLETON TX)
TX
03/02/2005 - 02/12/2009
LPL FINANCIAL CORPORATION (ANGLETON TX)
BOTH
Issued 03/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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