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 Houseman is a financial advisor with Creative Financial Designs, Inc. based in Sherrill, NY. He has been in the industry since June 2011 and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Jared Houseman is also a Certified Financial Planner (CFP®).
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.
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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NY
05/01/2024 - Present
Creative Financial Designs, Inc. (Sherrill NY)
NY
06/08/2011 - 05/01/2024
CADARET, GRANT & CO., INC. (Sherrill NY)
BC
Issued 06/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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