Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Raymond Borders is a financial professional with over 20 years of experience in the financial services industry. Jeremy has been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative since 2003. Jeremy is currently employed by MMA Securities LLC. Prior to that, he was employed by BB&T Investment Services, Inc. and First Citizens Investor Services, Inc.. Jeremy has also worked in the financial services industry in the areas of retirement planning, investment advisory services, and other related fields. Jeremy holds Series 6, 63, and 65 licenses. Jeremy has a strong commitment to providing clients with personalized financial advice and services that meet their unique needs.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
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2
NC
04/03/2023 - Present
MMA Securities LLC (Winston-Salem NC)
NC
02/05/2003 - 01/23/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/20/2001 - 08/30/2002
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 07/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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