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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Carver is a financial advisor registered with Ameriprise Financial Services, LLC. Jeremy Carver has been working in the financial services industry since 2014. Jeremy Carver is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Jeremy Carver is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). Jeremy Carver has a Series 66, Series 7, and SIE licenses. Jeremy Carver has 17 approved state registrations and 1 approved Investment Advisor (IA) state registration. Jeremy Carver offers a range of financial services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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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FL
09/08/2020 - Present
Ameriprise Financial Services, LLC (Gulf Breeze FL)
FL
06/24/2014 - 09/07/2020
EDWARD JONES (GULF BREEZE FL)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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