Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Wade Roney is an investment advisor representative at Alliancebernstein LP in Nashville, Tennessee. Jeremy Roney has been in the financial services industry since March 16, 2020. Jeremy Roney is registered with the state of California and Tennessee. The firm has approximately $651 billion in regulatory assets under management. Alliancebernstein LP provides services to individuals, investment companies, pooled investment vehicles, state or municipal government entities, sovereign wealth funds and foreign official institutions, insurance companies, corporations or other businesses, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
11/08/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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