Unclaimed
Jared Berner is a financial advisor with Bay Crest Partners, LLC. Jared is registered with FINRA and the state of New York and Connecticut and holds the Series 7, 63 and SIE securities licenses. Jared has been in the financial services industry since July 2019.
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.
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.
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2
NY
07/31/2019 - Present
BAY Crest Partners, LLC (NEW YORK NY)
BC
Issued 08/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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