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 associated with LPL Financial LLC. Jared has been working in the financial industry since 2013, and has experience with Threvint Investment Management Inc. and PRUCO Securities, LLC. Jared is licensed to provide investment advisory services in Michigan and has a Series 6, SIE and Series 63 licenses. The financial services provided by Jared include portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
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MI
09/20/2013 - Present
LPL Financial LLC (KALAMAZOO MI)
MI
05/23/2013 - 08/26/2013
THRIVENT INVESTMENT MANAGEMENT INC. (KALAMAZOO MI)
MI
12/17/2012 - 02/28/2013
PRUCO SECURITIES, LLC. (PORTAGE MI)
BC
Issued 01/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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