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Jeremyi R. Sanchez
Financial Representative
Phone: (602) 224-5366 Jeremyi and his team provide comprehensive, integrated financial strategies to medical professionals; helping to identify long-term financial goals and designing strategies to achieve them. "Our talent and ability will ensure that the strategy is properly implemented and managed, providing you the ability to focus on the things that is most important to you and your family." Through experience and expertise, our financial strategies are based on our in depth understanding of the unique needs and lifestyle of physicians. Jeremyi understands that preparing for the future can be a challenge and having an experienced, physician-specialized financial representative provide guidance can make the investing and financial process much easier. In addition to speaking to teaching hospitals in Arizona, California, and Nevada, Jeremyi devotes a portion of his practice providing financial educational seminars and workshops to the community, Arizona State University Civil Engineer Association, professional corporations and associations in Arizona. Professional Specialties: • Financial Analysis • Retirement Strategies • College Funding • Disability Income Needs • Survivor Needs Analysis • Asset Allocation & Risk Tolerance • Cash Flow Analysis • Wealth Accumulation & Distribution Strategies • Individual Insurance Strategies (Life & Disability) • Tax Minimization Techniques1 1This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation. Qualifications: • FINRA Series 6 – Registered Representative • FINRA Series 63 • Licensed Life, Accident and Health Insurance Agent Personal: • Born: El Centro, California • Resides with wife, Christine, and two dogs • Enjoys camping, sports, walking the dogs, and spending time with family and friends.
North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. North Star Resource Group offers securities through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 326452/05-2011
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
