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 Shevlin is a financial advisor at Toro West Capital Advisors located in Louisville, Colorado. Jeremy has over 18 years of experience in the financial services industry. Jeremy holds a Series 7 and Series 63 license and is a Certified Financial Planner. Jeremy specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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CO
07/09/2024 - Present
Toro West Capital Advisors (LOUISVILLE CO)
CO
10/28/2004 - 12/10/2018
CRESTONE SECURITIES LLC (BOULDER CO)
BC
Issued 04/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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