Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Sauers is a financial advisor with LPL Financial LLC in Hancock, MD. Jeremy has been in the financial services industry since October 2014. Jeremy has experience providing financial planning, consulting, and other non-discretionary advisory services. Jeremy holds Series 6, 7, 26, 63, and 65 licenses. Jeremy also holds licenses for Virginia and Maryland. Jeremy is a Registered Representative and Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
MD
06/09/2021 - Present
LPL Financial LLC (HANCOCK MD)
MD
03/29/2017 - 06/09/2021
M&T SECURITIES, INC. (CUMBERLAND MD)
PA
10/10/2014 - 04/04/2017
PFS INVESTMENTS INC. (CHAMBERSBURG PA)
IA
Issued 03/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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