Unclaimed
Jared James Van guilder is a financial advisor registered with Ameriprise Financial Services, LLC. Jared has been in the industry since 2013 and has been with Ameriprise Financial Services, LLC since 2018. Jared's experience includes working with Mid Atlantic Capital Corporation from 2013 to 2017 and Raymond James Financial Services, Inc. in 2012. Jared has passed the Series 6 and SIE exams and is registered in Ohio. Jared has experience in a variety of specializations, including insurance, mutual funds, fixed income, annuities, and retirement planning.
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.
Asset allocation services
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
OH
09/10/2018 - Present
Ameriprise Financial Services, LLC (North Canton OH)
PA
01/02/2013 - 09/25/2017
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
OH
11/19/2012 - 12/21/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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