Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Elliott is a financial advisor with over 20 years of experience in the industry. Jeremy has a strong background in financial planning and portfolio management. Jeremy is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Jeremy is also a Registered Representative with NFP Corporate Services (SE) Inc. Previously, Jeremy was registered with Elliott Davis Brokerage Services, LLC, Cambridge Investment Research, Inc., American Securities Group, Inc., CAP PRO BROKERAGE SERVICES, INC., and Olde Discount 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
SC
07/26/2023 - Present
Kestra Advisory Services, LLC (GREENVILLE SC)
SC
01/29/2009 - 05/31/2012
ELLIOTT DAVIS BROKERAGE SERVICES, LLC (GREENVILLE SC)
SC
01/26/2007 - 02/04/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENVILLE SC)
SC
05/31/2005 - 02/16/2007
AMERICAN SECURITIES GROUP, INC. (GREENVILLE SC)
OH
12/06/2000 - 05/11/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
SC
10/09/2002 - 12/16/2004
ELLIOTT DAVIS BROKERAGE SERVICES, LLC (GREENVILLE SC)
NA
12/02/1993 - 07/07/1994
OLDE DISCOUNT CORPORATION
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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