Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Patrick Marshall is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Jeremy is registered in 24 states, including Wisconsin where he is based. He has been in the financial industry since 2005 and holds Series 7 and 66 licenses. Jeremy also provides investment advisory services, and his primary focus is providing portfolio management for both businesses and individuals. Prior to joining LPL Financial LLC, Jeremy worked at Securities America, Inc., Financial Network Investment Corporation, and Thrivent Investment Management Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
03/16/2012 - Present
LPL Financial LLC (MADISON WI)
WI
06/12/2009 - 03/19/2012
SECURITIES AMERICA, INC. (MADISON WI)
WI
11/10/2008 - 06/12/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (MADISON WI)
WI
09/14/2005 - 11/11/2008
THRIVENT INVESTMENT MANAGEMENT INC. (MADISON WI)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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