Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Chaffin Lewis is a financial professional with over 14 years of experience in the industry. Jared is currently registered with Cetera Investment Advisers LLC and is based in Richmond, Virginia. Jared's previous experience includes working with Securian Financial Services, Inc. in Richmond, Virginia. Jared holds Series 7, Series 24 and Series 66 licenses, as well as the SIE exam. Jared is also a Certified Financial Planner™. Jared provides financial planning, portfolio management and other advisory services to a variety of clients, including individuals, businesses, and charitable organizations.
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.
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.
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VA
08/10/2023 - Present
Cetera Investment Advisers LLC (RICHMOND VA)
VA
08/10/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Richmond VA)
BOTH
Issued 8/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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