Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Ainley is a financial advisor currently registered with Charles Schwab & Co., Inc. in Spokane, Washington. Jared has been in the financial services industry since 2014. Jared previously worked for TD Ameritrade, Inc., and Scottrade, Inc. Jared holds the Series 63, 66, and 7 licenses, as well as the SIE exam. Jared is registered with the state of Washington as a Broker/Dealer and Investment Advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Spokane WA)
WA
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Spokane WA)
WA
03/03/2014 - 02/26/2018
SCOTTRADE, INC. (SPOKANE WA)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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