Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Anthony Gruszczynski is a financial advisor with Sequoia Financial Group, LLC. Jared has been working in the financial services industry since August 2016 and holds the Series 66, Series 7, and SIE licenses. Jared is a Certified Financial Planner™ and has a proven track record of helping individuals, families, and businesses achieve their financial goals. Prior to joining Sequoia Financial Group, Jared worked at MSEC, LLC and ValMark Securities, Inc. Jared's experience, knowledge and certifications allow him to provide a wide range of financial services including financial planning, portfolio management, and retirement planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/11/2024 - Present
Sequoia Financial Group, LLC (Tampa FL)
FL
10/10/2019 - 03/19/2021
MSEC, LLC (Coral Gables FL)
FL
04/24/2017 - 06/27/2019
VALMARK SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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