Unclaimed
Jared Keating is a financial advisor with Secure Investment Management, LLC. Jared holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Jared has been a financial advisor for over 10 years, having previously worked for Edward Jones. Jared is an active member of the community and is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
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2
AZ
03/29/2023 - Present
Secure Investment Management, LLC (TUCSON AZ)
AZ
10/25/2012 - 08/11/2017
EDWARD JONES (TUCSON AZ)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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