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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Donaldson is an investment advisor representative with CG Advisory Services. Jeremy has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Jeremy holds a Series 66 license and has passed the Uniform Securities Agent State Law Examination. Jeremy is also a licensed insurance agent and has experience in financial planning, retirement planning, and college savings planning. Currently Jeremy is a Quality Assurance Administrator and Part-Time Package Handler for Fedex Ground.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
06/25/2024 - Present
CG Advisory Services (WILLIAMSTON MI)
IN
03/03/2005 - 03/06/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
MO
08/26/1997 - 02/17/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/16/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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