Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared John Dakovich is a registered representative and investment advisor representative with Charles Schwab & CO., Inc.. Jared is licensed to provide investment advice in Colorado, and is also registered to sell securities in 53 other states and territories. Jared has been in the financial industry for over 3 years, and has passed a variety of industry exams, including Series 3, 4, 7, 9, 10, 34, 57, 63, and 66. Jared's current employer, Charles Schwab & CO., Inc., is a large financial services company that offers a wide range of investment products and services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
08/01/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2024
Series 57TO - Securities Trader Exam
BC
Issued 04/18/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/23/2022
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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