Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Sloan is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Jared is a Certified Financial Planner™ professional, has been in the financial industry since 2013 and has been with Wells Fargo Advisors since 2016. Jared holds a Series 66 and Series 7 license. He is registered in 35 states and holds an Investment Advisor Representative (IAR) registration in three states. Jared has experience providing financial advice to individual and institutional clients, including corporations, businesses, pension and profit-sharing plans, and charitable organizations. Jared's previous experience includes working at Edward Jones.
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.
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.
Investment consulting services to institutional clients
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.
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WV
01/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WHEELING WV)
WV
10/26/2016 - 01/19/2023
WELLS FARGO CLEARING SERVICES, LLC (WHEELING WV)
OH
05/15/2013 - 10/27/2016
EDWARD JONES (ST CLAIRSVILLE OH)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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