Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Farrell is a registered investment advisor representative with Alliancebernstein LP, a firm with more than $50 billion in assets under management. Jeremy has been in the industry since 2018 and has experience with Investacorp, Inc. in Miami, Florida. Jeremy is a Series 7, SIE, and Series 66 licensed advisor. Jeremy specializes in providing asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jeremy offers advisory services such as financial planning, selection of other advisors, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
11/26/2019 - Present
Alliancebernstein LP (Nashville TN)
FL
09/28/2018 - 07/23/2019
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Farrell is the right advisor for you? Invested Better is here to help.
