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 Moniz is an Investment Advisor Representative at Mariner Wealth, with offices in Walnut Creek, CA. Jeremy has been in the financial services industry since 2015 and is registered with the state of California and Utah. Jeremy holds a Series 65 license and is also a Certified Financial Planner. Jeremy’s expertise in financial planning makes him a trusted advisor for individuals and families. He is committed to helping clients achieve their financial goals.
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.
Family office 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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CA
08/15/2022 - Present
Mariner Wealth (Walnut Creek CA)
IA
Issued 11/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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