Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Abelman is a financial advisor with over 15 years of experience in the industry. Jared is currently registered with Amuni Financial, Inc. Jared has a broad range of experience in financial planning, portfolio management, and investment advisory services. Jared is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Jared holds several industry licenses and designations, including Series 3, 7, 24, 53, 63, and 66. Jared is also a Registered Investment Advisor (RIA) in Florida. Jared is dedicated to providing clients with the highest level of service and professionalism. In addition to his work at Amuni Financial, Inc., Jared is also a Vice Chairman of Gulf Coast Cares, a non-profit organization that manages the assets of Gulf Coast Jewish Family & Community Services. Jared is also the Treasurer of Project Prosper, Inc., a non-profit organization that promotes financial literacy and micro-loans to recent immigrants.
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.
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.
Financial planning services available through clearing agent agreement
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/16/2018 - Present
Amuni Financial, Inc. (ST. PETERSBURG FL)
NY
08/28/2007 - 04/16/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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