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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Faltys is an investment advisor representative with McMill CPA AND Advisors and Wealth Management. Jared Faltys has been in the industry since 1994. Jared Faltys is registered with the state of Missouri and Nebraska. The firm's main office is located in Norfolk, Nebraska. Jared Faltys holds the Series 65 license. McMill CPA AND Advisors and Wealth Management offers various services, including financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for businesses and individuals.
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.
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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NE
10/07/1999 - Present
McMill CPA AND Advisors (NORFOLK NE)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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