Jeremyi R. Sanchez
Professional summary
Jeremyi Rene Sanchez, CFP®, who also goes by Jeremyi Sanchez, is a registered financial advisor currently at WESTMARK WEALTH MANAGEMENT located in Phoenix, Arizona.
Jeremyi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeremyi has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremyi Rene Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
January 3, 2025 - Present
WESTMARK WEALTH MANAGEMENT
Office #1: 5050 North 40th Street Ste 140, Phoenix, AZ 85018February 5, 2014 - January 6, 2025
NEXT FINANCIAL GROUP, INC.
June 11, 2013 - June 13, 2013
NEXT FINANCIAL GROUP, INC.
May 30, 2013 - January 6, 2025
NEXT FINANCIAL GROUP, INC.
January 14, 2009 - May 22, 2013
SECURIAN FINANCIAL SERVICES, INC.
January 14, 2009 - May 22, 2013
CRI SECURITIES, LLC
September 10, 2008 - January 5, 2009
WORLD GROUP SECURITIES, INC.
Primary Firm SEC Registration
WESTMARK WEALTH MANAGEMENT
CRD#: 334109 / SEC#: 801-131711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2025)
(1/3/2025)
Exams
Series 7TO
Date: 1/28/2023
General Securities Representative ExaminationCurrent Firm
WESTMARK WEALTH MANAGEMENT
CRD#: 334109 / SEC#: 801-131711
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 541 |
| AUM (Assets Under Management) | $ 160,000,000 |
Red Flags
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