Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Bader is a financial advisor with over 18 years of experience in the industry. Jeremy is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion in assets under management. Jeremy provides financial planning services to individuals, families, and businesses. He is also a registered investment advisor representative in Hawaii and holds the Series 66, Series 7 and SIE securities licenses.
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.
A percentage of the total value of assets under management is charged.
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HI
04/18/2017 - Present
Cetera Investment Advisers LLC (KANEOHE HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (KAILUA HI)
HI
07/07/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (KANEOHE HI)
HI
03/07/2005 - 06/22/2010
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
03/10/2004 - 03/01/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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