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 Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. Jared has been in the financial services industry since 2011. Jared is registered with the state of New York and Texas. Jared has experience with a variety of financial products and services, including insurance, investment products and financial planning. Prior to joining Raymond James Financial Services Advisors, Inc., Jared worked for KEY INVESTMENT SERVICES LLC, M&T SECURITIES, INC., and LPL FINANCIAL LLC. Jared holds the Series 6, 7, and 66 securities licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Buffalo NY)
NY
06/20/2019 - 03/04/2021
KEY INVESTMENT SERVICES LLC (BUFFALO NY)
NY
09/12/2016 - 06/03/2019
M&T SECURITIES, INC. (BUFFALO NY)
NY
05/18/2012 - 09/20/2016
LPL FINANCIAL LLC (BUFFALO NY)
NY
05/23/2011 - 05/15/2012
HSBC SECURITIES (USA) INC. (BUFFALO NY)
BOTH
Issued 05/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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