Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Justin Gates is a financial advisor currently registered with Avantax Advisory Services. Jeremy is a registered representative in Indiana with both Series 7 and Series 66 licenses. Jeremy has been in the financial industry for over 16 years and has experience with various financial institutions. Jeremy currently provides tax services, tax planning, bookkeeping, financial planning, and investment services. Jeremy's previous financial roles included working with Charles Schwab & Co., Inc., Genworth Financial Securities Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jeremy also has experience working with EY and Delta Wealth Advisors & Cpas. Jeremy is a skilled financial advisor with a deep understanding of the financial industry and a commitment to providing exceptional service to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/13/2023 - Present
Avantax Advisory Services (DALLAS TX)
IN
08/30/2007 - 09/25/2009
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
AZ
07/12/2006 - 05/22/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (MESA AZ)
MN
11/24/2004 - 09/15/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/24/2004 - 09/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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