Jeremy A. Ellisor
Professional summary
Jeremy Alexander Ellisor SR., who also goes by Jeremy Alexander Ellisor, is a registered financial advisor currently at CONVERGENT FINANCIAL GROUP located in Mount Pleasant, South Carolina.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeremy has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Alexander Ellisor SR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2017 - Present
CONVERGENT FINANCIAL GROUP
Office #1: 3850 Bessemer Road Ste 210, Mount Pleasant, SC 29466June 3, 2014 - December 31, 2017
RUNEY & ASSOCIATES WEALTH MANAGEMENT
January 6, 2012 - April 8, 2014
SECURIAN FINANCIAL SERVICES, INC.
October 20, 2011 - April 8, 2014
SECURIAN FINANCIAL SERVICES, INC.
November 11, 2009 - October 7, 2011
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2017)
Exams
Current Firm
CONVERGENT FINANCIAL GROUP
CRD#: 290052 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 370 |
| AUM (Assets Under Management) | $ 72,143,359 |
Red Flags
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