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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 Shaun Silcox is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Jeremy has been in the industry since 2001 and is registered in 21 states and the District of Columbia. Jeremy is a Registered Representative and Investment Advisor Representative and holds Series 7, 24, and 66 securities licenses. The advisor has a specialization in portfolio management, financial planning, retirement planning, and investment management. Jeremy is located in Stockton, CA and serves clients in the surrounding areas.
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.
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2
CA
07/21/2021 - Present
LPL Financial LLC (STOCKTON CA)
CA
05/14/2001 - 07/21/2021
WADDELL & REED (STOCKTON CA)
BOTH
Issued 06/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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