Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Clark Van moorlehem is a financial advisor with Fisher Investments. Jared has been in the financial services industry since 2000. Jared is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/05/2024 - Present
Fisher Investments (PLANO TX)
UT
11/10/2014 - 07/24/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SALT LAKE CITY UT)
UT
01/20/2010 - 09/04/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
01/01/2008 - 01/04/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
01/07/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
01/23/2001 - 01/07/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
09/19/2000 - 01/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/2000 - 01/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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