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Jeremy Smith
from Seros Financial, LLC
Jeremy Smith is a financial advisor based in Arizona, Tempe,
with 18 years of experience. Jeremy currently works for
Seros Financial, LLC.
Jeremy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Smith works at Seros Financial, LLC
Seros Financial, LLC is a financial advisory firm based in Tempe, Arizona. It currently has approximately $183,934,175 of assets under management and employs about 6 people. Seros Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees and fixed fees
Office location
2141 East Broadway Rd., Suite 220, Tempe, Arizona, 85282
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