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 advisor with Cetera Investment Advisers LLC. Jeremy has over 20 years of experience in the financial services industry. Jeremy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Jeremy is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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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 02/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
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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