Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Dvorak is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jeremy has been in the financial services industry for over 18 years and has been with Raymond James Financial Services Advisors, Inc. since 2019. Previously, Jeremy was a registered representative with M&T Securities, Inc. and MetLife Securities Inc. Jeremy is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
02/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (ELLICOTT CITY MD)
MD
07/11/2012 - 03/14/2019
M&T SECURITIES, INC. (ELLICOTT CITY MD)
MD
06/02/2004 - 07/10/2012
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
06/02/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
IA
Issued 10/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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