Unclaimed
Jeremy R West is a financial professional with over 18 years of experience in the industry. Jeremy is currently registered with Wesbanco Securities, Inc. and holds Series 6 and Series 63 licenses. Jeremy's previous experience includes time with Chase Investment Services Corp. and Banc One Securities Corporation. Jeremy specializes in financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WV
01/09/2007 - Present
Wesbanco Securities, Inc. (WHEELING WV)
WV
07/06/2005 - 11/07/2006
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
IL
02/23/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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