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Jeremy Urquhart is a financial advisor professional located in South Portland, ME. They specialize in financial advisory. With over 9 years of experience, they bring deep expertise to every client.
Jeremy Urquhart - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Jeremy Urquhart is a financial advisor with Edward Jones in South Portland, Maine. With 9 years in the financial services industry, Urquhart works with clients on investment and wealth management needs. He holds a FINRA CRD license, which regulates his practice in the securities industry. Edward Jones operates as a full-service brokerage firm, offering clients access to investment products and financial planning services through their advisors.
Jeremy Urquhart's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority and authorized to conduct securities business. This registration means he has passed required examinations and is subject to FINRA oversight and compliance standards. The license governs his ability to recommend and sell investment products, ensuring he operates within regulatory guidelines designed to protect investors. His registration is maintained in a public database that regulators and clients can access to verify his credentials and disciplinary history.