Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Michael Samos is a financial advisor with over 20 years of experience in the industry. Jared is currently registered with Morgan Stanley and has previously worked at J.P. Morgan Securities LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. Jared is licensed to provide investment advice and services in multiple states and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Jared holds the Series 63, 65, 7, 31, and SIE licenses. Jared has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, investment clubs, insurance companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/06/2020 - Present
Morgan Stanley (New York NY)
NY
09/28/2012 - 03/12/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
07/19/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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