jeremy krog, cfp®
|
PROFESSIONAL EXPERIENCE |
Partner at Mapstone | Veritas, Jeremy started in the financial services industry in 2001. He provides retirement planning, wealth management and family protection strategies. Over the years he has accumulated knowledge in helping clients with investment and insurance decisions during career transitions, at retirement and in retirement. Today he concentrates on helping his clients to build, manage and preserve their retirement savings. Jeremy is a member of the Paramount Planning Group, a division of Equitable Advisors, LLC that recognizes the top 5% of all Equitable Advisors financial professionals across the country. He is also a member of both the Equitable Advisors Elite Producer Group and Equitable Gold. EDUCATION |
PROFESSIONAL ACTIVITIES |
Vertical Divider
|
|
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY,NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates. |
