Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Douglas Tevis is an active investment advisor representative with Eagle Strategies LLC in Portland, OR. Jared holds Series 6, 7, 63 and 66 licenses. Jared has over 3 years of experience in the securities industry. Jared also holds a Series SIE license. Jared is a registered investment advisor in Arizona, California, Idaho, Oregon and Washington. Jared is currently registered with the state of Oregon as an investment advisor representative and is also a registered representative with FINRA. Jared has specialized in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
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
OR
06/20/2018 - Present
Eagle Strategies LLC (PORTLAND OR)
BOTH
Issued 6/4/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 9/2/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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