Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy White is a financial advisor with over 20 years of experience in the industry. Jeremy holds the Series 6, 7, and 63 licenses and is currently registered with Cambridge Investment Research Advisors, Inc., an independent broker-dealer with over 3,000 licensed advisors nationwide. Jeremy has also previously worked for Cetera Financial Specialists LLC and H.D. Vest Investment Securities, Inc. Jeremy offers a variety of financial services including investment advisory, financial planning, insurance, and tax preparation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KY
08/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Paducah KY)
KY
12/08/1998 - 08/23/2021
CETERA FINANCIAL SPECIALISTS LLC (PADUCAH KY)
TX
10/23/1998 - 12/08/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy White is the right advisor for you? Invested Better is here to help.
