Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Meneray is an investment advisor representative with Ameriprise Financial Services, LLC. Jeremy has been in the industry for 2 years. Jeremy is registered with the state of Washington. Jeremy is also registered with the state of Alaska, Idaho, Massachusetts and Oregon. Jeremy previously worked at Equitable Advisors, LLC in Bellevue, WA. Jeremy has passed the Series 7TO, Series 63 and Series 65 exams. Jeremy specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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WA
02/03/2023 - Present
Ameriprise Financial Services, LLC (RENTON WA)
WA
02/08/2021 - 04/11/2022
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
IA
Issued 07/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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