Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared David White is an Investment Adviser Representative at Kestra Advisory Services, LLC. Jared White has been in the industry since 2006 and is registered with the state of Connecticut and 43 other states. Jared White also holds Series 66, SIE and Series 7 licenses. Prior to joining Kestra, Jared White was employed at Cetera Advisor Networks LLC and Walnut Street Securities, Inc.. Jared White's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. Jared White is also a registered representative for Kestra Investment Services, LLC using a DBA name.
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.
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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2
CT
11/07/2016 - Present
Kestra Advisory Services, LLC (Southbury CT)
CT
01/26/2017 - 05/26/2017
CETERA ADVISOR NETWORKS LLC (SOUTHBURY CT)
CT
09/03/2013 - 11/08/2016
CETERA ADVISOR NETWORKS LLC (SOUTHBURY CT)
CT
08/16/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SOUTHBURY CT)
CT
11/13/2009 - 08/31/2012
LPL FINANCIAL LLC (SHELTON CT)
CT
06/30/2006 - 11/06/2009
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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