Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Leclair is a financial advisor at Fidelity Personal AND Workplace Advisors. Jared holds Series 7TO, SIE, 63, and 66 securities licenses. Jared is registered to provide investment advice in 53 states and the District of Columbia, as well as provide investment advisory services in Massachusetts, New Hampshire, and Texas. Jared Leclair has been in the financial industry since March 23, 2023. Jared Leclair and Fidelity Personal AND Workplace Advisors provide financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
NH
10/17/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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