Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Michael Connally is a financial advisor with over 12 years of experience in the industry. Jeremy is currently registered with Principal Securities, Inc. in Carmel, California. Jeremy holds a Series 63, Series 65, Series 7 and Series 26 license and is a Certified Financial Planner™ professional and a Chartered Financial Consultant. Prior to joining Principal Securities, Jeremy was associated with FARMERS FINANCIAL SOLUTIONS, LLC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
09/01/2022 - Present
Principal Securities, Inc. (CARMEL CA)
CA
04/05/2013 - 09/01/2022
FARMERS FINANCIAL SOLUTIONS, LLC (MONTEREY CA)
CA
05/11/2010 - 03/13/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PASO ROBLES CA)
IA
Issued 08/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Connally is the right advisor for you? Invested Better is here to help.
