Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lee is a financial advisor with Empower Advisory Group, LLC, registered with the state of Colorado. Jeremy has been working in the financial services industry for several years and holds Series 3 and 65 licenses. Jeremy is an active member of the financial planning and portfolio management team and has a focus on working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeremy is also a licensed real estate agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/09/2024 - Present
Empower Advisory Group, LLC (Colorado Springs CO)
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2016
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Jeremy Lee is the right advisor for you? Invested Better is here to help.
