Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC. Jeremy has been in the financial services industry for over 10 years and has a broad range of experience. Jeremy holds the Series 7, 6, 63, and 65 securities licenses as well as the Series 66 license. Jeremy is registered to provide investment advice in Georgia, South Carolina, and Virginia. In addition to his current role at Wells Fargo Clearing Services, Jeremy has previously worked at Merrill Lynch and NYLIFE Securities.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/12/2021 - Present
Wells Fargo Clearing Services, LLC (MARTINEZ GA)
GA
12/05/2012 - 07/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
GA
08/03/2009 - 04/10/2012
NYLIFE SECURITIES LLC (MARTINEZ GA)
BOTH
Issued 04/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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