Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy McTaggart is a financial advisor who has been in the industry since September 11, 2010. Jeremy is currently registered as an Investment Advisor Representative (IAR) with PFS Investments Inc., and previously worked for the same firm in Duluth, GA. Jeremy is also registered as a Broker-Dealer (BD) in multiple states and holds the Series 6, Series 63, Series 65, and SIE exams. Jeremy has been involved in the sale of investment-related products for various affiliated companies of PFS Investments Inc. and has also engaged in other business activities.
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.
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
KS
08/20/2014 - Present
PFS Investments Inc. (LEAWOOD KS)
GA
03/22/2002 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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