Unclaimed
Jerime Dane Wyant is a registered investment advisor representative with TLG Advisors, Inc. based in Littleton, Colorado. Jerime has been in the financial industry since November 27, 2017, and has a Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses. Jerime specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Jerime is also a registered investment advisor representative for TLG Advisors, Inc., and provides investment advice to clients.
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.
Placement of institutional funds
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
02/20/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
BOTH
Issued 11/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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