Unclaimed
Jared Hare is a financial advisor at Russell Investments, where he has been working since February 2016. Jared has been a registered representative for over 8 years, and previously worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jared holds the Series 66, SIE and Series 7 securities licenses. Jared specializes in working with high net worth individuals, pooled investment vehicles, individuals other than high net worth, investment companies, pension and profit sharing plans, charitable organizations, and corporations or other businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
02/10/2016 - Present
Russell Investments (Milwaukee WI)
WI
09/22/2014 - 01/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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