Jeremy
Finger
Stratos Wealth Advisors LLC
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About this Advisor
Jeremy Finger is a certified financial planner operating in Myrtle Beach, South Carolina who has 4 years of relevant experience. Finger is an employee of Stratos Wealth Advisors LLC. Throughout their career, Finger has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Stratos Wealth Advisors, LLC. Finger has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina and Texas. Stratos Wealth Advisors LLC is a financial advisory firm based out of Beachwood, OH. The firm has offices in 27 locations and a total of 102 financial advisors. It administers $4 billion in assets across its 12,212 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 12,212 accounts, just 12% belong to high-net-worth investors who have more than $1 million in investable assets. The business performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which services are provided. However, fee types billed by Stratos Wealth Advisors LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$3,549,414,846
102
12,212
$290,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeremy Finger Work History
Jeremy has been registered as a financial advisor for 4 years.*
Stratos Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Finger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Advisors LLC
Beachwood, OH
San Diego, CA
Pittsburgh, PA
Dublin, OH
Westport, CT
Canton, OH
Metairie, LA
Howard Beach, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
