Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wix is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jared has been in the financial services industry since 2011. Jared is a registered representative with FINRA and is licensed to sell securities in 53 states. Jared holds a Series 6, 7, 10, 63 and 65 license. Jared is also registered as an investment advisor in Georgia, North Carolina, South Carolina, Tennessee and Texas. Jared has experience working with a variety of clients, including individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
01/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
SC
06/05/2012 - 11/01/2013
EDWARD JONES (GREENVILLE SC)
SC
12/07/2011 - 05/31/2012
WELLS FARGO ADVISORS, LLC (SIMPSONVILLE SC)
IA
Issued 01/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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