Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Traum is a financial professional with over 12 years of experience in the industry. Jared is currently registered with Park Avenue Securities LLC in Fort Myers, FL. Previously, Jared was registered with MML Investors Services, LLC in Springfield, MA. Jared is licensed to sell securities in Florida, Maryland, New Jersey, and Ohio. Jared has passed the Series 6 and Securities Industry Essentials Examination. Jared specializes in investment planning, financial planning, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
02/10/2014 - Present
Park Avenue Securities LLC (FORT MYERS FL)
MA
08/26/2011 - 12/31/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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