Unclaimed
Jeremy Krog is a financial advisor with Equitable Advisors, LLC. Jeremy has been working in the financial industry since 2001 and has a wide range of experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Jeremy is registered to provide investment advisory services in 12 states and holds the Series 65, Series 66 and Series 7 licenses. Jeremy has a proven track record of success in helping clients achieve their financial goals and is dedicated to providing personalized service and tailored solutions.
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.
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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NY
11/30/2018 - Present
Equitable Advisors, LLC (ROCHESTER NY)
IA
Issued 12/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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