Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Wilmes is a financial professional with over 20 years of experience in the industry. Jeremy is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative and has held positions with a number of other firms throughout their career. Jeremy's background includes experience in the insurance and investment industries. Jeremy also operates a rental property and is a Master Captain and PADI Open Water Scuba Instructor.
JUPITER, FL
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.
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
FL
05/03/2023 - Present
Cetera Investment Advisers LLC (JUPITER FL)
TN
02/17/2022 - 10/13/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
FL
11/30/2020 - 11/11/2021
EQUITABLE ADVISORS, LLC (TAMPA FL)
WA
01/15/2020 - 11/29/2020
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
11/14/2019 - 01/03/2020
MML INVESTORS SERVICES, LLC (BELLEVUE WA)
WA
12/05/2013 - 05/31/2019
ALLSTATE FINANCIAL SERVICES, LLC (BOTHELL WA)
IL
01/23/2015 - 01/03/2017
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
HI
03/02/2011 - 11/12/2013
BANCWEST INVESTMENT SERVICES, INC. (KAHULUI HI)
HI
01/16/2008 - 02/11/2011
NYLIFE SECURITIES LLC (PUKALANI HI)
HI
11/20/2006 - 11/01/2007
PAULSON INVESTMENT COMPANY, INC. (WAILUKU HI)
HI
06/16/2004 - 10/31/2006
THE O.N. EQUITY SALES COMPANY (KIHEI HI)
OR
05/23/2003 - 01/05/2004
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NY
01/16/2002 - 02/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
OR
10/20/1999 - 05/25/2000
WILLAMETTE SECURITIES, INC. (PORTLAND OR)
IA
Issued 2/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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