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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Young is a financial advisor who has been in the industry since 2008. Jeremy is currently registered with LPL Financial LLC and is licensed in Alabama and Texas. Jeremy is a Registered Representative and Investment Advisor Representative. Jeremy is a dedicated professional with a broad base of experience. Jeremy holds several licenses, including Series 6, 63, 65, and 26 and is committed to providing his clients with comprehensive financial planning, investment management, and retirement planning services. Jeremy has experience working with a range of clients, including individuals, families, and businesses. Jeremy works to understand each client's unique financial situation and goals and tailors a strategy that meets their individual needs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
02/08/2023 - Present
LPL Financial LLC (DADEVILLE AL)
AL
05/17/2019 - 01/20/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
AL
12/04/2015 - 05/31/2019
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
12/18/2007 - 09/23/2015
PFS INVESTMENTS INC. (BIRMINGHAM AL)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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