Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Tamez is a financial advisor currently registered with Fidelity Brokerage Services LLC. Jared holds the Series 6, 7 and 63 licenses, as well as the SIE exam. Jared has been in the financial industry since 2015 and previously worked at WELLS FARGO ADVISORS and HORNOR, TOWNSEND & KENT, INC..
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.
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.
1
2
UT
01/12/2017 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
03/22/2016 - 12/13/2016
WELLS FARGO ADVISORS (SALT LAKE CITY UT)
UT
01/01/2015 - 03/17/2016
HORNOR, TOWNSEND & KENT, INC. (OREM UT)
BC
Issued 06/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jared Tamez is the right advisor for you? Invested Better is here to help.
