Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Potter is a financial advisor at Eagle Strategies LLC and has been working in the financial industry since May 2009. Jeremy holds Series 6, 7, and 63 licenses. Jeremy also holds the SIE designation. Jeremy is currently registered in Florida, Illinois, Iowa, Kentucky, Minnesota, and Wisconsin. Jeremy is also registered as an investment advisor in Wisconsin. Jeremy specializes in financial planning, pension consulting, educational seminars, and portfolio management. Jeremy works with individuals, corporations, and charitable organizations. Jeremy's firm, Eagle Strategies LLC, is based in New York, NY and has over 6,000 clients. The firm manages over $20 billion in assets.
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.
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WI
02/25/2013 - Present
Eagle Strategies LLC (COTTAGE GROVE WI)
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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