Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Misek is a financial advisor who has been in the industry since April 2011. Jeremy is currently registered with LPL Financial LLC and has been with the firm since December 2015. Previously, Jeremy worked for MONEY CONCEPTS CAPITAL CORP and COUNTRY CAPITAL MANAGEMENT COMPANY. Jeremy offers a range of services including financial planning, portfolio management, and educational seminars. Jeremy is registered to provide investment advice in several states, including Arizona, California, Colorado, District of Columbia, Georgia, Idaho, Maine, Michigan, Minnesota, Mississippi, Montana, North Dakota, South Dakota, Texas, Washington, Wisconsin, and Wyoming.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
12/15/2015 - Present
LPL Financial LLC (BISMARCK ND)
ND
02/04/2013 - 12/10/2015
MONEY CONCEPTS CAPITAL CORP (BISMARCK ND)
ND
04/04/2011 - 01/28/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (BISMARCK ND)
IA
Issued 05/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Misek is the right advisor for you? Invested Better is here to help.
