Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Fortin is an investment advisor representative with Osaic Advisory Services, LLC, based in Atlanta, GA. He is also registered as an investment advisor representative in Colorado and Texas. Jeremy has been in the financial industry since April 2013. He previously worked for Triad Advisors LLC, Parkland Securities, LLC, and Securian Financial Services, Inc. Jeremy has Series 66, SIE, and Series 7 licenses. He offers a variety of financial planning services, including portfolio management, pension consulting, and educational seminars. He also works with clients on a variety of insurance 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.
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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2
GA
11/13/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CO
11/10/2023 - 08/23/2024
TRIAD ADVISORS LLC (Englewood CO)
CO
02/17/2017 - 11/10/2023
PARKLAND SECURITIES, LLC (ENGLEWOOD CO)
CO
04/05/2013 - 02/20/2017
SECURIAN FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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