Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Levi Baynes is a financial advisor with over 20 years of experience in the industry. Jeremy currently works with Wells Fargo Clearing Services, LLC, and is registered to provide investment advice in Ohio and Texas. Previously, Jeremy worked with Edward Jones in Streetsboro, Ohio, from 2002 to 2013. Jeremy offers a variety of investment advice and services, including financial planning, portfolio management, and investment consulting.
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
OH
09/22/2017 - Present
Wells Fargo Clearing Services, LLC (HUDSON OH)
OH
07/09/2002 - 03/25/2013
EDWARD JONES (STREETSBORO OH)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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