Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Pruett is a financial advisor with Charles Schwab & CO., Inc. Jeremy has been in the financial services industry since February 26, 2007. Jeremy is registered with the state of Texas. Previously, Jeremy was registered with Fidelity Brokerage Services LLC, Chase Investment Services Corp., TD Waterhouse Investor Services, Inc., Charles Schwab & CO., Inc., UBS PaineWebber Inc. and APS Financial Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/28/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
07/01/2004 - 09/28/2017
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
IL
02/23/2004 - 06/10/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NE
12/18/2003 - 01/08/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
06/04/2002 - 10/28/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
08/28/2001 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
12/01/2000 - 07/16/2001
APS FINANCIAL CORPORATION (AUSTIN TX)
BOTH
Issued 07/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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