Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy William Johansen is a financial professional with Eagle Strategies LLC. Jeremy has been in the financial services industry since December 17, 2020. Jeremy holds the Series 66, Series 7TO and SIE licenses and is registered in California. Jeremy is currently working with individuals, high-net-worth individuals, corporations and charitable organizations. Jeremy's office is located in Fresno, CA, but they can assist clients nationwide.
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.
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.
1
2
CA
01/01/2025 - Present
Eagle Strategies LLC (FRESNO CA)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeremy Johansen is the right advisor for you? Invested Better is here to help.
