Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Finkelstein is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since March 4, 2008. Jared is a Certified Financial Planner™ professional, and has specialized expertise in financial planning, portfolio management for individuals and businesses, and pension consulting. Jared is currently licensed to provide investment advice in 38 states and is registered with FINRA. Jared holds Series 7 and 66 licenses, and is also registered with FINRA as a Registered Representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/02/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
01/25/2011 - 06/16/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/05/2008 - 02/04/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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