Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wallace is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the financial services industry since 2014. Jared is a licensed Investment Advisor Representative in Florida and is also registered in North Carolina. Jared has passed several professional licensing exams including the Series 65, Series 63, and Series 7. Jared is also a 50% owner of Wallace & Company LLC and provides investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
02/17/2015 - Present
Northwestern Mutual Investment Services, LLC (MIAMI FL)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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