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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 Lee Davis is a financial advisor with Ameriprise Financial Services, LLC. Jeremy has been in the financial services industry for over 20 years, having started his career in 2002. Jeremy is registered with the state of Colorado and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Jeremy specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Jeremy is committed to providing his clients with personalized advice and strategies that are tailored to their specific needs and goals.
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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CO
12/03/2015 - Present
Ameriprise Financial Services, LLC (DENVER CO)
CO
04/26/2004 - 12/10/2015
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
MA
11/12/2002 - 04/14/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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