Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Davis is a financial advisor in Valdosta, Georgia with 18 years of experience in the financial services industry. Jeremy is a CERTIFIED FINANCIAL PLANNER™ and has held the Series 7 and Series 63 securities licenses along with the Series 65 Investment Advisor Representative license. Jeremy is currently registered with Cetera Investment Advisers LLC and Horse Cove Partners LLC. In previous roles, Jeremy worked with Cetera Investment Services LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Edward Jones. Currently, Jeremy serves clients of Cetera Investment Advisers LLC in Valdosta, Georgia and Atlanta, Georgia. Jeremy also has a 50% ownership interest in Horse Cove Partners 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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/09/2020 - Present
Cetera Investment Advisers LLC (VALDOSTA GA)
GA
07/06/2010 - 02/27/2018
CETERA INVESTMENT SERVICES LLC (VALDOSTA GA)
GA
01/01/2008 - 07/08/2010
WELLS FARGO ADVISORS, LLC (VALDOSTA GA)
GA
01/03/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VALDOSTA GA)
GA
05/04/2005 - 01/04/2007
EDWARD JONES (VALDOSTA GA)
IA
Issued 2/6/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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