Unclaimed
Jeremy Michael Fanders is a registered investment advisor representative with Cetera Investment Advisers LLC in Tigard, Oregon. Jeremy has been in the financial services industry since 2012 and has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jeremy is a Series 6, 7, 63, and 66 licensed professional.
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.
1
2
OR
01/24/2023 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
07/11/2012 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 6/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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