Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Baker is a financial advisor with over 17 years of experience in the industry. Jared has a Series 6, Series 63, Series 65, and SIE licenses. Jared is currently registered with Sequent Planning, LLC, and has previously been registered with Ameritas Investment Corp. Jared specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Publication of Periodicals. Jared has a history of experience working with high net worth individuals and individuals other than high net worth. Jared is a dedicated and experienced advisor that offers personalized financial solutions for clients based on their needs and objectives.
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.
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.
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2
NE
04/29/2024 - Present
Sequent Planning, LLC (OMAHA NE)
NE
04/28/2006 - 05/23/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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