Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Newgard is a financial advisor with Private Advisor Group, LLC. Jeremy is a registered investment advisor and has been in the financial services industry since 2008. Jeremy has held previous positions at firms such as Waddell & Reed, Hartford Funds Distributors, LLC, Foreside Fund Services, LLC, and Thrivent Distributors, LLC. Jeremy has a Series 6, Series 7, and Series 66 license. Jeremy's areas of specialization include financial planning, investment management, and pension consulting. Jeremy offers a range of services to individuals, businesses, and institutions.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
TN
07/09/2024 - Present
Private Advisor Group, LLC (Mount Juliet TN)
MN
03/17/2022 - 06/24/2024
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
03/10/2022 - 03/18/2022
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
ME
05/01/2020 - 03/01/2022
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
PA
04/04/2018 - 12/20/2019
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
KS
12/15/2009 - 03/19/2018
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
09/19/2008 - 03/19/2018
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 10/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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