Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Matthew Conrad is a financial advisor registered with LPL Financial LLC. Jared has been in the financial services industry since 2006. He has a Series 7, Series 31, and Series 66 license. Jared provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. He works with clients of all types, including high net worth individuals, corporations, and charitable organizations. Jared is licensed in 26 states. His previous employers include CUSO Financial Services, L.P. and PNC Investments.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
03/21/2022 - Present
LPL Financial LLC (HARRISBURG PA)
PA
04/17/2013 - 03/01/2021
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
03/05/2007 - 08/29/2012
PNC INVESTMENTS (NEWPORT PA)
PA
02/02/2006 - 12/01/2006
MORGAN STANLEY DW INC. (HARRISBURG PA)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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