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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 Shane Hay is a financial advisor with over 25 years of experience. Jeremy Hay is registered to provide investment advice in Alabama and North Carolina. Jeremy Hay is currently employed with LPL Financial LLC. Prior to that Jeremy Hay worked for Berthel, Fisher & Company Financial Services, Inc., WFG Investments, Inc., First Legacy Securities, LLC, and Sunset Financial Services, Inc. Jeremy Hay holds the Series 6, Series 7, Series 63, and Series 65 securities licenses. Jeremy Hay has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, and investment clubs. Jeremy Hay specializes in investment advisory services, portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and educational seminars.
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
AL
12/08/2022 - Present
LPL Financial LLC (CLANTON AL)
AL
11/15/2010 - 11/30/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CLANTON AL)
AL
02/12/2010 - 11/05/2010
WFG INVESTMENTS, INC. (CLANTON AL)
AL
09/30/2008 - 02/18/2010
FIRST LEGACY SECURITIES, LLC (CLANTON AL)
AL
02/03/2005 - 09/26/2008
SUNSET FINANCIAL SERVICES, INC. (CLANTON AL)
MO
03/15/2002 - 12/31/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
04/30/1996 - 03/14/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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