Unclaimed
Jared Martin is a financial advisor with Avantax Investment Services, Inc. Jared has over 10 years of experience in the financial services industry and is a registered representative in Illinois and Indiana. Jared holds the Series 6 and Series 63 licenses as well as the SIE exam. Jared is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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.
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.
1
2
IL
11/12/2015 - Present
Avantax Investment Services, Inc. (Orland Park IL)
IL
06/22/2012 - 11/11/2015
PFS INVESTMENTS INC. (LOMBARD IL)
BC
Issued 01/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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