Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Landon Cain is a financial advisor with Fisher Investments in Plano, Texas. Jared has been in the financial services industry since 2014 and is a registered investment advisor with the state of Texas. Jared has passed Series 6, 63, 65, and SIE exams. Prior to joining Fisher Investments, Jared worked with Brokers International Financial Services, LLC. and BBVA Securities Inc. Jared's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jared is a Chartered Financial Consultant (ChFC).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/22/2022 - Present
Fisher Investments (PLANO TX)
TX
05/10/2016 - 10/13/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Heath TX)
TX
07/15/2014 - 11/18/2015
BBVA SECURITIES INC. (MURPHY TX)
IA
Issued 02/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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