Unclaimed
Jared Michael Henniger is an Investment Advisor Representative associated with Fidelity Personal And Workplace Advisors. Jared has been in the securities industry since 2008. Jared is registered with FINRA, and with state regulators in the District of Columbia, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jared is a Series 6, 7, 9, 10, 24, 63, and 65 licensed professional.
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.
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.
1
2
RI
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
01/13/2010 - 10/13/2021
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
11/10/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
FL
11/20/2007 - 11/14/2008
WACHOVIA SECURITIES, LLC (PALM BEACH FL)
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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