Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Dylan Fry is a financial advisor with Fidelity Personal And Workplace Advisors. Jared has been working in the financial services industry since January 22, 2021. Jared is licensed to provide financial advice in all states and has passed the Series 7TO, SIE, Series 63 and Series 65 exams. Jared is affiliated with Fidelity Personal And Workplace Advisors since August 2021. Previously, Jared worked for Park Avenue Securities LLC from May 2021 to August 2021 and Equitable Advisors, LLC from November 2020 to April 2021. Jared holds a patent for a new invention.
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.
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.
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2
TX
10/25/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/18/2021 - 08/10/2021
PARK AVENUE SECURITIES LLC (IRVING TX)
TX
11/16/2020 - 04/28/2021
EQUITABLE ADVISORS, LLC (FORT WORTH TX)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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