Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Makai Chang is a financial advisor affiliated with Osaic Wealth, Inc. and based in Ewa Beach, HI. Jared has been in the industry since May 2020 and has licenses in both Broker-Dealer and Investment Advisor. Jared is registered in Hawaii and has passed the SIE, Series 6, Series 63, and Series 65 exams. In addition to his role as a financial advisor, Jared is also a substitute teacher and a bartender. Jared is committed to providing personalized financial guidance and working with individuals, families, and small businesses to help them 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.
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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HI
01/19/2024 - Present
Osaic Wealth, Inc. (EWA BEACH HI)
HI
05/22/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EWA BEACH HI)
IA
Issued 02/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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