Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Smith is a financial advisor with Osaic Wealth, Inc. located in YORK, PA. Jared Smith has been in the financial services industry for over 20 years. Jared Smith is registered with the state of Pennsylvania as both a broker and an investment advisor. Jared Smith has previously worked for SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC and PRUCO SECURITIES, LLC. Jared Smith offers a variety of financial services including financial planning, pension consulting, educational seminars and portfolio management. Jared Smith provides investment advisory services to individuals, businesses and institutions.
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.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (YORK PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (YORK PA)
PA
05/18/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (YORK PA)
PA
10/01/2001 - 05/09/2007
PRUCO SECURITIES, LLC. (YORK PA)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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