Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Spencer Porcha is a financial professional with over 7 years of experience in the industry. Jeremy is currently registered with Charles Schwab & CO., Inc. and holds Series 7, 63 and 66 securities licenses as well as the SIE exam. Jeremy is also licensed to provide investment advice in 20 states. Prior to joining Charles Schwab, Jeremy worked for Enterprise Holdings. Jeremy has experience with wrap fee programs and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
02/28/2019 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
BOTH
Issued 02/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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