Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Louis Simon is an investment advisor representative at Cetera Investment Advisers LLC. Jared has been working in the financial services industry since 1991 and has a Series 7, Series 63, and Series 65 license. Jared is registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Indiana, Missouri, New Mexico, New York, North Carolina, Ohio, Texas, and Wisconsin. Jared is also a certified public accountant and owns an accounting firm, RJ Simon, LLC. Jared specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
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
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (ARLINGTON HTS IL)
CT
07/08/1991 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 1/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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