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Jeremy Morris Finger

RIVERBEND WEALTH MANAGEMENT, LLC·MYRTLE BEACH, South Carolina
SIE, Series 7, Series 31, Series 66CFPClean record24 years registeredRIVERBEND WEALTH MANAGEMENT, LLC
1341 44TH AVENUE NORTH, MYRTLE BEACH, SC 29577CRD# 2945379Firm CRD# 302031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Morris Finger · MYRTLE BEACH, SC
Registration
CRD #2945379 · RIVERBEND WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

RIVERBEND WEALTH MANAGEMENT, LLC
Oct 2024 – present
STRATOS WEALTH ADVISORS LLC
Aug 2019 – Dec 2024
Myrtle Beach, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Aug 2012 – Sep 2019
MYRTLE BEACH, SC
WELLS FARGO ADVISORS, LLC
Jun 2002 – Aug 2012
MYRTLE BEACH, SC
WACHOVIA SECURITIES, INC.
Jan 2002 – Jun 2002
MYRTLE BEACH, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · January 28, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031 · SEC 801-131306
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Services offered by RIVERBEND WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIVERBEND WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Jeremy Morris Finger offer?
Jeremy Morris Finger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MYRTLE BEACH, South Carolina for a consultation.
What are Jeremy Morris Finger's credentials?
Jeremy Morris Finger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeremy Morris Finger located?
Jeremy Morris Finger is based in MYRTLE BEACH, South Carolina, working with RIVERBEND WEALTH MANAGEMENT, LLC. Their office serves clients in the MYRTLE BEACH metropolitan area and surrounding communities.
How does Jeremy Morris Finger charge for services?
Jeremy Morris Finger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party investment adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERBEND WEALTH MANAGEMENT, LLC?
RIVERBEND WEALTH MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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