Jeremy Trotter, financial advisor Flint MI
93 score

Jeremy Trotter

CRD Number: 5520725
Current Firm: Foresters Equity Services, Inc.

Jeremy Trotter (CRD# 5520725) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Flint, MI and has over 8 years of experience in the finance industry.

Similar Advisors
Nathan Sealey, financial advisor Flint MI
Nathan D. Sealey
CRD# 2997307
Nfp Advisor Services, LLC
Score
101
Similar Advisors
Todd Tarantino, financial advisor Flint MI
Todd P. Tarantino
CRD# 2189943
Acorn Wealth Advisors, LLC
Score
101
Similar Advisors
Mark Minder, financial advisor Flint MI
Mark Minder
CRD# 2748581
Minder Planning Group, LLC
Score
100
Company Name Location Dates Years
Foresters Equity Services, Inc. Flint, MI Nov 2010 - Current 6
Avalar Badal Realty Flint, MI Nov 2008 - Current 8
Equity Homes, LLC Flint, MI Nov 2008 - Current 8
Raymond James And Associates Flint, MI Apr 2008 - Oct 2010 2
Remax Select Flint, MI May 2007 - Apr 2008 < 1
Keller Williams Realty Fenton, MI Jun 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Jeremy M. Trotter
Phone Number: 858-550-4844
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.