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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 Lavertu is a financial advisor with Empower Advisory Group, LLC. Jeremy has been in the financial industry since 2008 and has worked with various financial companies, including Voya Financial Advisors, Inc., Prudential Investment Management Services LLC, and MML Investors Services, LLC. Jeremy is licensed to provide financial advice in a number of states, including Massachusetts, where Jeremy is registered as an investment advisor representative. Jeremy specializes in financial planning, portfolio management for individuals, and educational seminars. Jeremy's firm is registered with the SEC as an investment advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
07/07/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CT
07/10/2019 - 06/22/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
CT
10/16/2014 - 04/03/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
02/11/2009 - 09/30/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
02/11/2008 - 03/09/2010
MML DISTRIBUTORS, LLC (ENFIELD CT)
IA
Issued 11/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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