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 Palensky is a financial advisor at Avior Wealth Management, LLC. Jeremy has been working in the financial services industry since 2011, and has a Series 7 and Series 66 license. Jeremy holds the Series 7 license from FINRA, and Series 66 from the state of Nebraska. In the past Jeremy has been employed by Raymond James Financial Services, Inc., BANCWEST Investment Services, Inc., Edward Jones, and Charles Schwab & Co., Inc. Jeremy specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Pension 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
05/08/2024 - Present
Avior Wealth Management, LLC (LA VISTA NE)
NE
10/19/2016 - 05/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE NE)
NE
04/28/2016 - 10/26/2016
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
08/27/2014 - 12/09/2014
EDWARD JONES (LA VISTA NE)
NE
06/10/2014 - 08/21/2014
CHARLES SCHWAB & CO., INC. (OMAHA NE)
NE
07/29/2011 - 05/09/2014
EDWARD JONES (LEXINGTON NE)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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