Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Kirby is a financial advisor registered with Raymond James & Associates, Inc., having been with the firm since October 2019. Before joining Raymond James, Jared Kirby worked for Cetera Investment Services LLC. Jared Kirby has a total of 28 years of experience in the financial industry. Jared Kirby is a Series 66, Series 7, Series 9, Series 10, and SIE licensed professional with the state of Florida. Jared Kirby is registered with the states of Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia, and Wisconsin.
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.
Please see note in schedule d - miscellaneous
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
06/27/2022 - Present
Raymond James & Associates, Inc. (INVERNESS FL)
FL
02/27/2014 - 10/01/2019
CETERA INVESTMENT SERVICES LLC (INVERNESS FL)
FL
01/25/2013 - 02/13/2014
EDWARD JONES (MINNEOLA FL)
BOTH
Issued 03/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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