Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Dykes is a financial advisor with Avantax Advisory Services in Johnstown, PA. Jared has been a Registered Representative (RR) since 2010 and has been in the industry since 2010. Jared has worked for several firms during his career including Cetera Advisor Networks LLC, LPL Financial LLC, and Citizens Securities, Inc. Jared is a Series 6, 7, 63, and 65 licensed advisor and offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
01/05/2022 - Present
Avantax Advisory Services (Johnstown PA)
PA
10/09/2019 - 01/07/2022
CETERA ADVISOR NETWORKS LLC (JOHNSTOWN PA)
PA
02/14/2017 - 10/30/2019
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
12/16/2013 - 02/14/2017
CITIZENS SECURITIES, INC. (LATROBE PA)
PA
10/11/2011 - 12/23/2013
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
03/08/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JOHNSTOWN PA)
PA
02/15/2010 - 02/25/2011
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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