Unclaimed Profile

Jeremyi Rene Sanchez

WESTMARK WEALTH MANAGEMENT, LLC·PHOENIX, Arizona

SIE, Series 6, Series 7TO, Series 63, Series 65CFPClean record13 years registeredWESTMARK WEALTH MANAGEMENT, LLC

5050 NORTH 40TH STREET, PHOENIX, AZ 85018CRD# 5532992Firm CRD# 334109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremyi Rene Sanchez · PHOENIX, AZ

Registration

CRD #5532992 · WESTMARK WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

WESTMARK WEALTH MANAGEMENT

Jan 2025 – present

NEXT FINANCIAL GROUP, INC.

Feb 2014 – Jan 2025

PHOENIX, AZ

NEXT FINANCIAL GROUP, INC.

Jun 2013 – Jun 2013

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 65

Registration record

First registered · June 11, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTMARK WEALTH MANAGEMENT, LLC

CRD 334109 · SEC 801-131711

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by WESTMARK WEALTH MANAGEMENT, LLC

Per Form ADV

Security ratings or pricing services

View all advisors at WESTMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremyi Rene Sanchez offer?

Jeremyi Rene Sanchez specializes in Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Jeremyi Rene Sanchez's credentials?

Jeremyi Rene Sanchez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremyi Rene Sanchez located?

Jeremyi Rene Sanchez is based in PHOENIX, Arizona, working with WESTMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Jeremyi Rene Sanchez charge for services?

Jeremyi Rene Sanchez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTMARK WEALTH MANAGEMENT, LLC?

WESTMARK WEALTH MANAGEMENT, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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