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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Joaquin is a financial advisor with Voya Financial Advisors, Inc. based in GALVESTON, TX. Jeremy has been in the financial industry since December 2005. Jeremy is registered with the state of Texas as an Investment Advisor Representative and is also registered with FINRA as a Registered Representative. Jeremy holds the Series 7, Series 66, and SIE securities licenses. In addition to financial planning, Jeremy also specializes in portfolio management for individuals and businesses. Jeremy has experience with a variety of client types, including individuals, corporations, and charitable organizations. Jeremy previously worked for ING FINANCIAL ADVISERS, LLC and WELLS FARGO INVESTMENTS, LLC. Jeremy is committed to providing his clients with the highest level of service and expertise.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (GALVESTON TX)
TX
04/03/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GALVESTON TX)
TX
08/18/2005 - 12/18/2007
WELLS FARGO INVESTMENTS, LLC (WEBSTER TX)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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