Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Sickles is a financial advisor with Independent Financial Partners. Jeremy has been in the financial services industry since March 7, 2006. Jeremy is registered with the state of Florida, Georgia, Indiana, Kentucky, Louisiana, Pennsylvania, South Carolina, and Texas. Jeremy has his Series 7 and Series 66 licenses and is also a Certified Financial Planner. Jeremy has experience working with individuals, families, corporations, and charitable organizations. Jeremy specializes in financial planning, retirement planning, college savings, and estate planning. Jeremy's office is located in Jeffersonville, Indiana.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
KY
10/25/2019 - Present
Independent Financial Partners (Louuisville KY)
KY
04/28/2014 - 11/07/2019
LPL FINANCIAL LLC (LOUISVILLE KY)
IN
03/08/2006 - 05/02/2014
FIFTH THIRD SECURITIES, INC. (NEW ALBANY IN)
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Sickles is the right advisor for you? Invested Better is here to help.
