Unclaimed
Jerremy Taylor Hisel is an investment advisor representative with LPL Financial LLC in Fort Mill, South Carolina. Jerremy has been in the industry since July 20, 2011, and holds Series 7, 66, and 99TO licenses. LPL Financial LLC offers a variety of financial services, including investment management, financial planning, and consulting services. The firm has over $463 billion in assets under management and serves clients across the United States.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/16/2024 - Present
LPL Financial LLC (FORT MILL SC)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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