Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Monroe Needelman is a financial advisor with Arete Wealth Management, LLC. Jared has been in the financial services industry since 2012. Jared has a Series 6, Series 63, and SIE licenses. Jared is registered in Connecticut. Previously, Jared worked at ROYAL ALLIANCE ASSOCIATES, INC. , MML INVESTORS SERVICES, LLC, and ING FINANCIAL ADVISERS, LLC.
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.
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2
CT
03/29/2018 - Present
Arete Wealth Management, LLC (Farmington CT)
CT
08/20/2014 - 04/04/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
MA
10/02/2012 - 05/15/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
12/01/2010 - 09/26/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 11/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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