Unclaimed
Jeremy Paul Kovacevich is an Investment Advisor Representative with Hoylecohen, LLC and Kaiyo Wealth LLC. Jeremy is registered with the state of California and Texas. Jeremy has been in the industry since 2012 and has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Jeremy also holds the Series 7 and Series 66 licenses. Jeremy has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
CA
05/11/2015 - Present
Hoylecohen, LLC (SAN DIEGO CA)
CA
02/27/2012 - 11/01/2012
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BOTH
Issued 09/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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