Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Valencia is a registered representative of Equitable Advisors, LLC, which is a registered investment adviser. Jeremy is registered to provide investment advice in Michigan. Jeremy obtained a Uniform Combined State Law Examination certification on 2024-11-25. Jeremy has experience in the financial industry and has worked at Michigan State University, Kroger, Wendy's, and South Lyon East High School.
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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MI
01/31/2025 - Present
Equitable Advisors, LLC (TROY MI)
Active
Inactive
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