seller-profile

Jeremy Matranga

Platinum Tax & Wealth Management, LLC

2002 Timberloch Place Ste. 525

The Woodlands, TX 77380

281-362-1444

Connect with Jeremy

General Information

Firm Start Year

2004

CRD#

5410400

Firm CRD#

10299

Years of Experience in Financial Services

17

Number of Years with Current Firm

17

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Estate Planning & Trusts, Financial Planning, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Portfolio Management, Insurance Products & Annuities

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC®

Securities Licenses

Series 63, Series 6, Series 65, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Variable Life, Long Term Care

Firm Information

Assets Managed by Advisor

$35,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions

Fee % Based on Assets

90%

Hourly Rate

$250

Disclaimer

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.