Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Paul Bivens is a financial advisor at LPL Financial LLC, registered with the state of Illinois. Jeremy has been in the financial industry since November 2020 and has passed the Series 65, Series 63, Series 7TO, and SIE exams. He is registered with the states of Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Missouri, Ohio, Texas, and Virginia. Jeremy also provides financial services through BOS Asset Management LLC, BOS Investment Services, and Bank of Springfield.
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
IL
09/20/2021 - Present
LPL Financial LLC (SPRINGFIELD IL)
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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