Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarad? Claim Your ProfileJarad Joseph Regano is a financial advisor with over 20 years of experience in the industry. Jarad is currently registered as an investment advisor representative (IAR) with Cetera Investment Advisers LLC and has held previous registrations with Legacy Financial Services, Inc., FSC Securities Corporation, and Signator Investors, Inc.. Jarad holds the Series 7, Series 24, and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Jarad specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (MENTOR OH)
OH
02/05/2004 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MENTOR OH)
GA
12/07/2000 - 02/04/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
12/07/1999 - 01/05/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 02/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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