Unclaimed
Jared Kutz is a financial advisor with Ameriprise Financial Services, LLC, located in Shreveport, LA. Jared has been in the securities industry since June 25, 2010. Jared is registered with the state of Louisiana and has Series 7, Series 66, and SIE licenses. Jared provides financial planning, portfolio management for individuals and businesses, asset allocation services, pension consulting, and educational seminars. Jared also has experience with Kutz Accounting Services Inc. and HD Vest Investment Services.
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.
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.
Asset allocation services
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
LA
11/09/2016 - Present
Ameriprise Financial Services, LLC (SHREVEPORT LA)
LA
06/25/2010 - 11/18/2016
HD VEST INVESTMENT SERVICES (Bossier City LA)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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