Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Lord is a financial advisor at Fidelity Personal and Workplace Advisors. Jared has been in the financial industry since October 2010. Jared is licensed in 14 states and the District of Columbia. Jared has a Series 7, 9, 10, 63, and 66 licenses. Jared is also a Certified Financial Planner. Jared provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pension and profit-sharing plans.
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
IL
07/18/2024 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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