Unclaimed
Jared Herich is a financial professional with over 2 years of experience in the industry. Jared is currently registered with Fidelity Brokerage Services LLC and holds a Series 63, Series 7TO, Series 9, Series 10 and SIE license. Jared has a strong background in securities and options trading, and is dedicated to providing clients with personalized financial advice and guidance.
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.
1
2
KY
09/19/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
10/21/2021 - 08/04/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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