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 Cetera Investment Advisers LLC. He has been in the financial industry since December 1999. Jarad Joseph Regano has a Series 7, Series 24, and Series 63 licenses. He has been a registered representative in 24 states including, but not limited to Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and West Virginia. Jarad Joseph Regano is also registered as an Investment Advisor Representative in Ohio and Texas. Jarad Joseph Regano is the owner of Regano Financial Services, Inc., a DBA for financial services. Jarad Joseph Regano provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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 2/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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