Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremyi? Claim Your ProfileJeremyi Rene Sanchez is a financial advisor currently registered with Next Financial Group, Inc. Jeremyi has been in the securities industry since September 25, 2008 and has held previous registrations with CRI Securities, LLC, Securian Financial Services, Inc., and World Group Securities, Inc. Jeremyi is licensed to sell securities in Arizona, California, Colorado, Texas and Utah. Jeremyi holds the Series 6, 7TO, 63, and 65 licenses, as well as the SIE designation. Jeremyi is also a Certified Financial Planner. Jeremyi specializes in financial planning, portfolio management, pension consulting, and educational seminars. Jeremyi also provides services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Seminar/workshop attendance fees
1
2
AZ
12/21/2023 - Present
Next Financial Group, Inc. (PHOENIX AZ)
AZ
01/14/2009 - 05/22/2013
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
01/14/2009 - 05/22/2013
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
09/10/2008 - 01/05/2009
WORLD GROUP SECURITIES, INC. (MESA AZ)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremyi Sanchez is the right advisor for you? Invested Better is here to help.
