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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 Vance is a financial advisor with Wells Fargo Clearing Services, LLC. Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of experience in the financial services industry. Jeremy has been registered with the state of Texas since April 2016 and is also registered with FINRA. Jeremy's previous experience includes working for Morgan Stanley and Merrill Lynch. Jeremy works with a range of clients including high-net-worth individuals, corporations, and charitable organizations. Jeremy specializes in financial planning, portfolio management, and investment consulting. Jeremy is committed to providing personalized financial advice and helping clients achieve their financial 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.
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
TX
04/08/2016 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
03/23/2011 - 01/15/2016
MORGAN STANLEY (AUSTIN TX)
TX
10/23/2009 - 03/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
12/19/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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